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Category Archive for: ‘BRIDGEFORCE™’

Marketing Monthly | January 2018: TFSA

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In this issue: CRA confirms TFSA limit for 2018 TFSA or RRSP? Try these five tests The Wealthy Barber explains: TFSA or RRSP? CRA confirms TFSA limit for 2018 The TFSA contribution limit for 2018 will remain $5,500. The indexation adjustment for personal income tax and benefit amounts is 1.5% for 2018, which is not enough to raise the TFSA …

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BridgeForce News | December 11, 2017

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Marketing Monthly | December 2017: Holiday Spending

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In this issue: 2017 Canadian holiday outlook 5 Budgeting Tips for the Holidays Objects versus experiences: which make the better gift? Looking to give back this season? Check out these charitable gift guides 2017 Canadian holiday outlook The holiday season is almost upon us, bringing with it lots of shopping but also a host of interesting trends. Where and when …

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BridgeForce News | November 27, 2017

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HEADLINES AI cannot replace human advisors Despite the recent proliferation of digital asset-allocation services (a.k.a. robo-advisors), they pose little threat to human financial advisors. These services use artificial intelligence (AI) to choose investment portfolios for investors based on a series of answers to an online questionnaire. However, this approach can never replace what real advisors actually do. Here are some …

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BridgeForce News | November 13, 2017

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HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

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Marketing Monthly | November 2017: Disability & Long Term Care

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In this issue: CLHIA | A guide to disability insurance Why should you consider income replacement insurance? Revolutionizing mental health-related disability claims management How much disability insurance coverage do you need? CLHIA | A guide to disability insurance This guide is designed to help you understand disability insurance and explain what your options are for income replacement in the event …

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BRIDGEFORCE University | 2018 Meeting Schedule

Please note that all of the BridgeForce meetings for 2018 will be by invitation only with the exception of the Compliance meeting and PD Days. RRSP Roadshow (Invite only) January 10, 2018 | Ingersoll, Elmhurst Inn January 11, 2018 | Woodbridge, Paramount Conference Venue January 17, 2018 | Windsor, Caesars Windsor Compliance Meeting March 20, 2018 | Windsor, Caesars Windsor March 21, …

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BridgeForce News | October 23, 2017

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HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

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BridgeForce Compliance | Compliance News (October 2017)

Change to advisor privacy consent template Modification to 8(d) of BridgeForce broker agreement Industry launches Standardized Advisor Practice Review survey BC reminds licensees to keep client information confidential FSCO releases latest life agent compliance report Change to advisor privacy consent template Your privacy consent must contain language to cover information shared with MGAs and their third-party service providers. Consent language …

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BridgeForce News | October 10, 2017

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HEADLINES Proposed changes to the taxation of private corporations BridgeForce has been following the Liberal Government’s tax initiative outlined below in a recent Advocis email sent to its members. We believe the time has now come to initiate the action of all BridgeForce Brokers by calling, writing / emailing and visiting your local MP indicating that you are not in …

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