Understanding the OAS Clawback
Seniors don’t take kindly to the clawback of their OAS (Old Age Security) especially in these inflationary times, but this can happen, especially if there was an unusual receipt of income during the past calendar year. Here’s what you need to know to explain the consequences for 2025 and 2026:People in the News
Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference
Changes to CPP Will Reduce OAS Benefits for Thousands: How Can You Help?
Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.
New Canadian Tax Reforms Fail to Address Modern Challenges
Just how much is too much tax? For whom? In case you missed it, Canada is in the midst of a contentious tax reform that increasingly advocates the defeated reforms of yester-year.
Victims of Bank Fraud: Who’s on the Hook?
The head of the Royal Bank of Scotland came under fire this month for saying bank fraud victims shouldn’t expect automatic refunds. But the comments made by CEO Ross McEwan, essentially blaming consumers for being careless with their PINs and passwords, are already in line with how some Canadian banks handle consumer fraud claims.
Life Purpose – The Value of Learning
“Anything that you learn becomes your wealth, a wealth that cannot be taken away from you; whether you learn it in a building called school or in the school of life. To learn something new is a timeless pleasure and a valuable treasure.” —C. JoyBell C.
Innovative Approaches to Economic Uncertainty and Relationship Management
What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?
