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:Financial Trivia Contest: Distinguished Advisor Conference, Nov. 5-8 in Kelowna, British Columbia
It's time once again for our skill-testing financial trivia contest—your chance to win a free registration to DAC in beautiful Kelowna, British Columbia, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change.
People in the News
Making new progress and refreshing your knowledge: Lori Campbell, Master Financial Advisor, Manitoba
Life Purpose
“Money is the sixth sense that makes it possible to enjoy the other five.” - Richard Ney
2017 Federal Budget Overview
The Devil Is in The Details: Budget 2017 Gives to Some, But Small Business Pays More Again.
2017 Budget Overview: Specific Tax Provisions for Investors
Review specific tax provisions for investors announced by the Government in the 2017 Federal Budget.
2017 Budget Overview: Specific Tax Provisions for Business
New 2017 federal budget includes business tax provisions addressing tax changes for business income.
