Tax Tip: The More Obscure Medical Expenses
Are you claiming all the medical expenses you or your clients might be entitled to?Give the Gift of Financial Literacy
The Money Matters: Financial Lessons for Life 2014 calendars are full of timely and relevant money matter tips and make wonderful client gifts. Ensure your calendars with a pre-order – the 2013 calendar sold out! English and French calendars available. Order by August 15.
DAC 2013: Scott Mackenzie – Re-connecting with the Do-It-Yourself Investor
It matters that you have an advisor at your side. That’s the message we want our clients to receive . . . the right advice is absolutely worth the fee.
Power of Attorney: The 8-Step Process You Need to Know
Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. If you have agreed to be a Power of Attorney, prepare yourself early by learning the 8 steps you need to know. Join us in Calgary for Attorney School, August 29, 2013 for only $99.
Ignore the Bull: Plan Your Own Path to Financial Independence
Research has proven...you will be happier and more successful on your own terms, not someone else’s. Learn to approach your financial affairs with much more passion and a lot less bull! Get Managing the Bull – Buy 3, Get 1 Free.
Ensure Tax Planning Begins Right at the Primary Source of Wealth Creation
Become a more astute compliance manager to ensure payroll is more than simply accurate with Advanced Payroll – updated for 2013. Enrol by July 23 and save $200.
Corporate Tax Bootcamp Featured Speaker: Larry Frostiak
Knowledge Bureau author and speaker, Larry Frostiak, will be joining the Distinguished Advisor Workshop tour this November as a featured speaker for the Corporate Tax Bootcamp, November 1-6 in a city near year.
