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In-Kind Donations: 94% of Canadians Make Them

There are tax advantages that encourage giving back to the less fortunate this holiday season – it’s a tax gift that keeps on giving. But giving has taken on an interesting trend: not all donations made by charity-minded Canadians are monetary. In fact, Statistics Canada reports that 94% make in-kind donations each year, which includes items like clothing, toys, household goods, or food.

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DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist

Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “There just simply are no bad speakers at DAC. I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

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Give Seniors the Gift of Financial Protection

It’s an advisor’s duty to help protect their clients from financial abuse, and seniors are most vulnerable to this. In fact, according to the Ontario Human Rights Commission, 62.5 percent of elder abuse cases are financial. What can you do to give your senior clients the gift of financial protection this holiday season?

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