Last updated: January 21 2015

Two Designates Receive Thumbs Up Fom Knowledge Bureau

Knowledge Bureau gives a thumbs up to two folks who participated in the Toronto Distinguished Advisor Workshop. 

Lynda Kaufmanis, Distinguished Financial Advisor - Tax Services Specialist, spoke about the fraud perpetrated against seniors by those charging exhorbitant rates for filling out Disability Tax Credit forms. 

Siegfried Merten, Master Financial Advisor - Retirement Income Service Specialist, did an excellent job explaining tax compliance with Germany for those who have German Pension Benefits.