Observing National Truth and Reconciliation Day

In observance of Canada’s National Truth and Reconciliation Day, September 30, Knowledge Bureau will be closed, to allow staff and students to remember and honour Residential School Survivors, their families, and those who never returned home and reflect on their personal participation on the Journey to Reconciliation.     

Are you aware of all of the latest changes announced as recently as this month that will affect tax-efficient wealth planning for your clients?

"I’m not afraid of storms, for I’m learning how to sail my ship." Louisa May Alcott

Statistically, over 40% of marriages will end up in divorce, however, there are likely many more not tracked by Statistics Canada.  This is a costly life event.

It’s that time of year: Finance Canada is doing pre-budget consultations and wants you to weigh in on what you’d like to see in the 2017 federal budget. The department has launched a savvy new consultation site with new multi-media opportunities to contribute your best thoughts.

It’s too bad so many people miss out on year-end tax planning for the family. Tax planning is about what you keep: what’s left of your income and capital after taxes are paid. Now is a great time for advisors and clients to review what can be done to lessen this year’s tax load.

October marks the official start of “year-end tax planning season,” and this year there are numerous areas of concern for tax and financial advisors to cover with their clients. The Distinguished Advisor Workshops will soon be coming to four cities across Canada, and some of Canada’s top practitioners will be on hand to share knowledge with delegates. RSVP by October 15 for early-bird savings on tuition fees.