November 2025 Poll

Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?

The Canada Child Benefit (CCB) and Goods and Services/Harmonized Sales Tax Credit (GSTC) are both calculated based on net family income from the prior tax year.

"Move fast and break things. Unless you are breaking stuff, you are not moving fast enough."  —Mark Zuckerberg

There has never been a better time to register for your summertime learning! Register before September 15 to save on tuition.

It’s been a couple of months since we last ran our trivia contest for a chance to win attendance at the upcoming Distinguished Advisor Conference in Kelowna on November 5-8. So here is the question for August:

Back in June, we told you that our popular Distinguished Advisor Workshops (DAW) were being renamed to CE Summits to bring you even more expert ideas. In case you missed it, here's everything you need to know:

When commenting about the “Understanding Family Dynamics” course, David Bwamiki from Primerica said: “My objectives were met because the course presented real-life examples that I often encounter.”