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?Hurry, the early-bird registration for the 2017 DAC ends on June 30!
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services, where industry-leading speakers address today’s key technical trends and business issues.
Business Valuation: Know How Much Your Client’s Business is Worth
Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey.
Another Winner for the 2017 DAC/Trivia Contest and the June question is now available!
Once again, the response to our trivia contest for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC has been phenomenal!
People in the News
Sarah McCurdy, a DFA-Tax Services Specialist and Certified Professional Bookkeeper with the IPBC.
Living the Canadian Dream: National Income Mobility Trends Upwards
Most parents work hard in the hope that their children will be able to enjoy a better life than they did. A groundbreaking new study recently released by Statistics Canada shows that younger generations of Canadians may indeed be reaping the benefits of that Canadian Dream.
Rising CPP Pensions: A Help or Hindrance to Retirement Savings?
Expanding the Canada Pension Plan has been a priority for the federal government from the start of their mandate. The goal is to shore up retirement income at a time when access to company pension plans is dwindling. To that end, a steep increase to CPP contribution rates looms in 2019. But will this do the trick to close the savings gap? There is debate on the issue.
