News Room

Canada Needs a Financial Plan

According to a July 23 publication by the Fraser Institute, we are getting poorer here in Canada and the prospects for economic growth are looking grim.  This should be of concern to every Canadian concerned about their “real income” – that’s their purchasing power – and by extension - their ability to fund consumption now and for important family milestones in the future:  retirements, education and homeownership.  It’s grim, but there are practical suggestions for a turn around plan. Here’s a synopsis of the report.   

DAC: Join Us Next Week for the Announcement of Our Exciting 2017 Location!

We look forward to welcoming close to 200 delegates at the DAC 2016 Opening Reception in less than one week and announcing our secret 2017 location on Sunday! The topic of discussion at this incredible three-day think tank will be SOAR HIGHER: Plan for Your Greater Potential.

Life Purpose

“In the real world of work, purpose finding is what leaders do.” Robert E. Quinn

Indexation Factor Set for 2017

It may take a few weeks before CRA posts the numbers for 2017 tax brackets and personal amounts but the indexation factor is now determined. Get your exclusive peek at the new tax brackets for 2017 now.

Year-End Tax Secrets: Mutual Funds

Mutual funds are common investments but can often cause some tax confusion, particularly because investors don’t understand their real returns from these investments, after fees and taxes.

Two Hot Tax Tips for Year-End Planning

If you want your clients to start 2017 on a sound financial footing, you’ll help them with the one BIG thing they can do before year-end to keep more money in their pockets in 2016: reduce their taxes with these two smart tips for tax savings.

Financing for Start-ups: There Are More Options Than You Think

Seeking the best solution to finance your start-up venture is essential to the long-term success of your business. The right solution depends on the current needs of the business, as well as those you anticipate in the future.
 
 
 
Knowledge Bureau Poll Question

Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?

  • Yes
    139 votes
    83.23%
  • No
    28 votes
    16.77%