Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

Join our online discussion: How do you overcome threats through relationship management?

Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference

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.

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.

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.

“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.