Blog

Budget 2017 – How it Affects You and Your Family

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The Liberal government announced changes in their Budget on March 22, 2017
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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..
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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?
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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?
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