Donation Deadline Draws Near
There is still time to give and save money: mark your calendar for February 28. That is the deadline date to make cash, cheque, money order donations to your favorite charity and claim the deduction on your 2024 tax return.Proactively Addressing Change in the Financial Services Industry
It’s undeniable that the financial advisory and insurance industries will face dramatic changes in the upcoming weeks, months and years. Two distinguished speakers at this year’s Distinguished Advisor Conference (DAC) in Kelowna, November 5 – 8, will challenge you to think about two key issues: people matter in a contentious world and the prescriptive sales process just doesn’t work anymore.
Weather the Tax-Reform Storm of Complexity at the New CE Summits
2018 is destined to be a busy season for Canadian tax preparers and financial advisors who will need to be prepared to assist their clients in addressing the many new tax changes. This year’s CE Summits will help you gain a better understanding of the tax changes that have occurred, and those to come for private business owners and their families, and will allow you to hone the technical skills necessary to effectively address them.
Weekly Thought Provoker: Using Robo to Help Your Business
Robo-advisor technology can be seen as a threat, or an advantage. Adopting a hybrid approach may help your business. Join the conversation on our Executive Business Builders Network and tell us how you feel you can make robo-technology work for you.
People in the News: Cathy Mason
Cathy Mason, of Calgary, on her experience taking the T1 Professional Tax Preparation – Intermediate course:
Advisors Get Investors Better Returns, Global Report Finds
There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.
Business and Financial Pros Say Government Should Do More to Support Post-Secondary Education
The majority of Canadian financial professionals and business leaders say the government is not doing enough to support post-secondary education, according to an online poll conducted by Knowledge Bureau, Canada’s premiere national institute for excellence in financial education. These findings come despite generous, but underutilized, support from the RESP, Canada Education Savings Grants and Canada Learning Bonds.
