This Month’s Poll
As A.I. emerges, does it change how professionals create financial peace of mind in their communities?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.
People in the News
A Referral that Really Paid Off: Chris Valentine, ON, Master Financial Advisor:
