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Tag: Advocis

CFDS-AA: Joyce Owen, Ottawa

Posted on November 12, 2022 (November 12, 2022) by grow@peopleorchard.com
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation:

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Joyce Owen, Ottawa […]

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Posted in News, UncategorizedTagged Academy of Financial Divorce Specialists, Advocis, Canadian Institute of Chartered Life Underwriters, Canadian Institute of Financial Planning, CFDS-AA, CFP, Chartered Financial Divorce Specialist, CLU, Collaborative Divorce Ottawa, Divorce, Financial Advisor, Financial Advisors Association of Canada, Joyce Owen, Ontario, Ontario Collaborative Law Federation, Ottawa, Separation, University of Madras

Crypto Foreign Reporting

Posted on August 11, 2022 (August 11, 2022) by grow@peopleorchard.com
Crypto Foreign Reporting

While clients are likely aware that the sale of crypto needs to be declared for tax purposes, many may not realize that cryptocurrency (a blockchain-based digital asset) might also be considered foreign property, which may necessitate […]

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Posted in News, UncategorizedTagged Advocis, blockchain, Canada Revenue Agency, CIBC, CLU, CPA, CRA, crypto, cryptocurrency, digital asset, estate planning, Form T1135, funds, Private Wealth Management, Tax



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