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.     

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.

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.

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.

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.

Our sons participated with gusto in many sports: hockey, lacrosse, soccer and marathon running.  In the chief role of road warriors, we charioted cherubs from one sportsplex to another. These activities provided physical, social, team and leadership skills that continue to be priceless, despite the often exorbitant price tag.

Tax and financial advisors take note: Within its reasons for judgment in a recent case, the Tax Court of Canada (TCC) has made some interesting comments about the due diligence defence as it pertains to subsection 163(1) of the Income Tax Act, and about how this defence can be successfully used in the context of a penalty under subsection 163(1).