News Room

CRA’s Callback Service for Tax Pros Pilot

Are you a tax professional with years of experience? Have you ever felt frustrated after calling the CRA, having spent hours on hold, wasting your client’s or employer’s time, only to speak to CRA agents who aren’t qualified to answer your questions? The Auditor General of Canada was equally displeased in a scathing report last fall on wait times and accuracy levels at the CRA. Now a new CRA callback service may come to the rescue this tax season. Here is my experience with the pilot project so far:

How to Enrich Your Retirement: Get a Degree and Work for Government

Getting a university degree and then working in the public sector will make you richer in retirement, especially if you settle down and live as a couple. Highly educated people working in public administration, education, health care and social assistance will have higher incomes, more generous defined benefit plans, and more money to buy other wealth-enhancing assets, too.

The Distinguished Advisor Conference Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Keeley Doherty of Rorabeck Wealth Advisory Group, BMO Nesbitt Burns, and Brandon Silbermann, a financial advisor at Stockman Financial Services Ltd. and Manulife Securities Investment Services Inc., both located in Toronto, have been selected as the two inaugural winners of THE DAC YOUNG ADVISORS AWARD.

Lisa McKee: “The Client is King,” Key to Quality Customer Service

FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.

Trust planning needs review after tax changes

Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.

Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

Seven Ways to Fund Higher Education – Part 2

The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.
 
 
 
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