This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?Life Purpose
“Far away there in the sunshine, are my highest aspirations. I may not reach them, but I can look up and see their beauty, believe in them, and try to follow where they lead.” Louisa May Alcott
The Future Is Now: Technology Improvements Highlight 2017 Tax Season
If you are using tax software in the 2017 tax filing season, you will be amazed at the cutting-edge features that complement the digital services being offered at CRA this year. It may be worth your while to become familiar with the new services.
EFILE Transmissions Begin February 20
February 20 is the first day of EFILE in 2017. That means now may be the right time to get those receipts and documents in order to file sooner for your tax refund. Here are the dates to know:
Investment Expense Claims Can Be Lucrative
Investors, be sure to claim your investment expenses on the 2016 tax return. If it’s done properly, you can save hundreds, maybe even thousands, of dollars over the years. But you have to do it correctly, or you could get into hot water.
Retirement Planning Must Include Soft Skills
Today’s wealth managers and financial advisors are being called upon to offer their clients a more holistic approach to retirement - one that encourages exploration and direction beyond money-related questions. That’s important.
Canada 150: Financial Advice at the Crossroads of Change
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.
