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New Client Statements Coming January 2017

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Beginning in January 2017, clients will receive two new reports in addition to your Year-End Quarterly Statement from Worldsource Financial Management Inc.. (more…)
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All Rates of Return are Not Created Equal

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Did you know that Rate of Return can be calculated in different ways? (more…)
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Online Resources: CRA MyAccount & My Service Canada Account

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From time-to-time, you will notice that we request that you provide us with various tax and benefit information for an upcoming review meeting. But why? (more…)
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Changes to the Canada Child Benefit

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  The Government of Canada has introduced the new Canada Child Benefit (CCB) to replace the current system of child benefits. If you are already receiving monthly benefits (more…)
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