This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?Education on Pre-Retirement Planning is Critical for Millennials
Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation.
What Tax Relief Replaces the Children’s Fitness and Arts Credits?
Two federal family tax credits have disappeared in 2017: the Children’s Fitness Tax Credit and the Children’s Arts Amount. Is there anything families can do to shore up tax savings in light of this unfortunate news?
Coming Soon! Meet the Tax Filing Deadline for Proprietors
Midnight June 15 is the tax filing deadline for unincorporated business owners and their spouses, and the official end of tax season for those weary folks in the tax preparation industry! Don’t let this important deadline get lost in your pre-summer planning.
Life Purpose
“Believe those who are seeking the truth. Doubt those who find it.” —André Gide
Help Clients Maximize Their Investment Income in Uncertain Times
Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?
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.
