Monthly Archive for: ‘April, 2018’

2018 Compliance Meeting Presentations

Carrier panel discussion Perspectives from a former RCMP officer FSCO update Managing conflicts Conflict of interest The engagement letter The ‘Reason why’ letter

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BridgeForce News | April 9, 2018

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HEADLINES You acquired a book of business. What now? Most advisors acquire books of business from other advisors without having had the opportunity to review the quality and the risks arising out of the book. So, what should you do, and in what order, to minimize those risks? Here are four steps you should follow… Help your clients avoid a …

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Marketing Monthly | Canadian Taxes

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In this issue: With fewer tax breaks for child-care, what’s left for Canadian parents? Top questions the CRA gets at tax time Eight things to remember at tax time What the U.S. Tax Cuts and Jobs Act of 2018 means to Canadian and U.S. citizens Insurance planning opportunities in light of new tax measures SimpleTax: 2018 Canadian Income Tax Calculator …

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