News Room

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.

How to Grow Your Career Without More Education Debt

Upgrading your education and skills through a post-graduate degree can be prohibitively expensive. Many are turning to self-study courses as a better way to secure future-proof jobs through hands-on learning.

Thought Leaders: Do You Have an Entrepreneurial Mindset?

Creating opportunities for the financial services industry to thrive despite current and upcoming threats, means recognizing and fostering the development of other innovative, creative and entrepreneurial minds. We’d like you to share your thoughts on our new Executive Business Builders Network.

People in the News: Brian Dunn

Brian Dunn, ‎DFA-Tax Services Specialist, on the benefits of the T1 Professional Tax Preparation course:

OAS Estimates for Fourth Quarter

The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.

Retirement Advice Key as Canadians Fall Short on Savings Goals

Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.

Canada “Celebrates” 100 Years of Income Tax

National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.
 
 
 
Knowledge Bureau Poll Question

In your view will the new U.S. tariffs affect your clients’ business and retirement plans?

  • Yes
    1100 votes
    66.34%
  • No
    558 votes
    33.66%