News Room

A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

RRSP Deadline Looming on March 1

For many taxpayers, the end of February marks the deadline for the annual ritual of contributing to their RRSP. This year the contribution deadline for 2016 is March 1, 2017. But is this last-minute rush to contribute the best course of action?

Retirement Specialists Can Help Clients Deal with Fears

Retirement is one of life’s most exciting times: a time for exploration, shift in focus and demand for new knowledge and skills. For most clients, it is new territory and as a caring advisor it’s a wonderful opportunity to ‘ride shotgun’.

DAC Nov 5-8 in Kelowna: Enter the Financial Trivia Contest Now

There are only a few days left to enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: Financial Advice at the Crossroads of Change.

After the Federal Budget – Retirement, Estate and Cross-Border Planning

If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond.

Step Up Your Career with a Certificate in Managerial Accounting

It is one thing to properly keep books, using a double entry system. It is quite another to use that financial information to enable a business to meet its financial goals and make better management decisions throughout the year. Students who have completed Managerial Accounting course will be qualified to assist business owners to do so.