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March 2025 Poll
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Life Purpose
"Find out who you are and be that person. That's what your soul was put on this Earth to be. Find that truth, live that truth and everything else will come." Ellen DeGeneres
Avoid Tax on Lump Sums on Retirement or Termination
Whenever possible, avoid adding a large lump sum to your taxable income in one tax year. This can be especially problematic when a severance package or termination payment on retirement is received.
First Budget Bill Passes, But Without Corporate Class Fund Changes
Bill C-15 Budget Implementation Act, 2016, No. 1 has passed in parliament and has moved on to the Senate for approval. This Bill implements some, but not all, of the tax measures introduced in the 2016 Federal Budget.
Changes Begin in July: DAC Enhances New Value Proposition
The Distinguished Advisor Conference agenda, has just been released, chocked full of opportunities to build knowledge and business skills and earn valuable continuing professional development accreditation: check it out for yourself and learn more about the 19 thought leaders who will inspire you!
When are Fees Paid to Advisors Deductible?
Fees paid to financial advisors are in focus these days, as new fee transparency and account performance reporting is being introduced under the third phase of CRM2 next month.
