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How cash-strapped are your clients, really? Tax and financial advisors need to make that question a priority to really help younger clients before times get tougher for some. The Canadian Press, for example, recently reported about a survey by Manulife in which they found that “nearly three quarters of Canadian homeowners…would have difficulty paying their mortgage if their payments were to increase by more than 10 per cent.”
"Best DAW yet!" The spring Distinguished Advisor Workshops (DAW) started this week in Vancouver to great fanfare by our attendees. Here’s what some had to say:
Over the past fourteen years, the Distinguished Advisor Conference (DAC) has established its reputation as the most comprehensive and strategic educational conference available to tax and financial advisors. Experts and visionaries from all sides of the financial services industry offer their wisdom on how you can sharpen strategic and technical skills required to best serve your clients in this time of significant change.