2024 Federal Budget Highlights

2024 Federal Budget Highlights

On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
Two Great Ways to Build Relationships with Your Clients

Two Great Ways to Build Relationships with Your Clients

As a financial advisor, you make sure to stay up to date on the latest financial news and that all your credentials are in order.  And that’s important! But how much time do you spend connecting with clients and prospects, as well as working on maintaining...
2024 Financial Calendar

2024 Financial Calendar

  2024 Financial Calendar Welcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or...