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?Focus on Canadian Financial Authors: Advice for Women who are Suddenly on Their Own
Jackie Porter, CFP, co-author of Single by Choice or Chance: The Smart Women’s Guide to Living Longer Better has some useful advice for women over forty who find themselves single after an unexpected life change:
T1 Tax Preparation – Advanced: Now Fully Updated
With the pressure of tax season over for all but the remaining proprietorship returns (due midnight June 15), it’s a great time to debrief about the skills that were required this tax season and how to shore them up for the next.
The Top 5 Reasons to Attend the Distinguished Advisor Conference
What are the top five reasons why busy people make time to attend conferences, just when they think they can least afford the time? You might be surprised by some of the reasons that people give us for attending the Distinguished Advisor Conference (DAC).
DAW: Position Your Knowledge for A Global Economy
The federal budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. However, an emerging issue for most professional advisors is what to do about the emphasis CRA has on the reporting of offshore assets and the perceived loopholes private business owners have. Those are the two critical subjects in this month’s Distinguished Advisor Workshop tour.
Financial Trivia Contest: Another Chance to Win a Free Registration to DAC, Nov. 5-8 in Kelowna, BC
Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.
People in the News
Michelle Smith, achieving success with the DFA - Bookkeeping Services Specialist™ designation
