News Room

Helping First Nations, Inuit and Metis with Tax Filing

The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.

Natural disaster relief available for tax filers

CRA is providing relief for taxpayers across the country, and particularly in Quebec and Ontario, whose tax filings were interrupted by severe flooding over the past few weeks. 

Life Purpose

“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” - Alexander Dumas

The Distinguished Advisor Conference: The best professional development investment of 2017

What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

Business continuity: An important discussion at the Distinguished Advisor Workshop

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Real Wealth Management: The key to sustaining family wealth

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

Financial Trivia Contest: Another chance to win a free registration to DAC!

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.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    10 votes
    17.24%
  • No
    48 votes
    82.76%