Industry

Federal books in good shape: Manley

(November 3, 2003) The federal government expects to remain in the black despite the string of bad luck dealt to the Canadian economy this year, according to federal Finance Minister John Manley. “We will not run a deficit this year,” Manley told the House of Commons Standing Committee on Finance in Ottawa. “Canada’s economic fundamentals […]

By Steven Lamb |November 3, 2003

2 min read

Ottawa proposes tighter deductibility rules for investors, business owners

(November 3, 2003) The federal finance department has introduced some controversial changes to income tax laws that, if approved, could have dramatic implications for investors and small business owners. Ottawa wants to update the rules on deductibility of losses based on the concept of reasonable expectation of profit, says Jamie Golombek, a tax specialist with […]

By Doug Watt |November 3, 2003

3 min read

FPA Success Forum update: Speaker draws keys for client love from coffee crystals

Speed: Beckwith implored advisors to look at every way clients and prospects are served and question how you can cut that time in half. Communication and clarity: He encouraged advisors to do something this year that will improve oral or written communication skills. Say “thank you”: He suggested advisors should always carry blank cards and […]

By John Craig |November 3, 2003

3 min read

Success Forum preview: FPA on track with new Canadian education track

(October 31, 2003) Advisors scanning the schedule for the Financial Planning Association’s (FPA) upcoming Success Forum 2003 will notice a distinct new addition to the educational lineup for U.S.-based annual convention: a dedicated track focusing on Canadian issues and angles. The “Canadian issues” education session track — positioned alongside other tracks including “business solutions,” “estate […]

By John Craig |October 31, 2003

2 min read