News Room

Back to School Tax Breaks

Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:

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.
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    15 votes
    65.22%
  • No
    8 votes
    34.78%