A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

Everyone anticipates bad news on Friday the 13th, but on February 13th, 2015 Statistics Canada actually released some good news! 

Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).

Substantial tax reform has recently changed the rules for post-death planning for high net worth families.

Recently retired?  There are many new provisions on the tax return that could apply to couples  for the first time, so filing early and with qualified professional help can be important. How you treat private pension income and Old Age Security benefits, for example, can have many positive tax outcomes.

Marlene Donaldson from Port Elgin, Ontario recently completed the T1 Professional Tax Preparation – Advanced course and believe her goals were met in taking the course.

The 2015-2016 Knowledge Bureau Course Catalogue is now online.