Pre-Budget Consultations Now Underway!

Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.

Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

With increasing fears of an imminent recession on the horizon, it is useful to remember September 15, 2008. That’s when the fourth largest investment bank in the U.S., Lehman Brothers, applied for the largest bankruptcy filing in U.S. history. It was a shock that exasperated the financial crisis that followed. Does the Canadian economy have the economic resilience to compete powerfully through another dramatic downturn? It’s the heady theme advisors will explore at this year’s Distinguished Advisor Conference, November 10-13 in Puerto Vallarta, together with 19 outstanding thought leaders. Meet them and their interesting topics in this Special Report.

Rosanna Sternat, CPA, CGA has attended the Distinguished Advisor Conference (DAC) for six consecutive years. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.

DAC is an outstanding investment for advisors who wish to excel.  Who are they?  They are professionals dedicated to growing their services and careers with strategic insights and an outstanding national network.  Here’s what they have experienced at prior DACs:

We have all heard of FOMO – the fear of missing out. But from a financial planning point of view there is an even more pressing fear that runs rampant with all generations, and in organizations that fund retirements these days. At Knowledge Bureau we call it "FROM: the Fear of Running Out of Money."

Sound retirement savings strategies typically involve investing in various non-registered investments such as Mutual Funds and ETFs and registered plans like RRSPs, PRPPs and RPPs. The options can be overwhelming for those looking to diversify their retirement savings. A simple fact sheet can help guide you through complicated financial conversations.