CFDS-AA: Lisa Sukul, BC

CFDS-AA Lisa Sukul BC

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Lisa Sukul, Vancouver, BC […]

Read More… from CFDS-AA: Lisa Sukul, BC

 

Examples of content creation by CFDS-AA member Eva Sachs

AFDS has awarded Eva Sachs the Chartered Financial Divorce Specialist - Advanced Accreditation designation CFDS-AA

In our May and June newsletters AFDS mentioned creating content to help Build your Business. Here are two examples by member Eva Sachs, first on linkedin, and a second on facebook […]

Read More… from Examples of content creation by CFDS-AA member Eva Sachs

 

5-Star Leading Women in Wealth by Wealth Professional

Wealth Professional 5 Star Leading Women in Wealth Kathy McMillan 2021

In 2021, Calgary Chartered Financial Divorce Specialist Kathy McMillan with Richardson Wealth Ltd. was recognized as one of the 5-Star Leading Women in Wealth by Wealth Professional […]

Read More… from 5-Star Leading Women in Wealth by Wealth Professional

 

CFDS letter for Amending the Income Tax Act

AFDS Amend Income Tax letter Chartered Financial Divorce Specialists

After our March 7 post regarding Amending the Income Tax Act, for those of you who support fair treatment of separated families, we’ve attached a Chartered Financial Divorce Specialist specific letter you can sign yourself and send in, or write your own […]

Read More… from CFDS letter for Amending the Income Tax Act

members only

Recent Graduate: Jean-Francois Droz

Congratulations to Jean-Francois Droz, a recent Chartered Financial Divorce Specialist (CFDS) graduate

Congratulations to Jean-Francois Droz, a recent Chartered Financial Divorce Specialist (CFDS) graduate, who also holds CIM and LLQP designations from the Canadian Securities Institute […]

Read More… from Recent Graduate: Jean-Francois Droz

 

Consider Inflation when deciding when to begin CPP

Consider inflation when deciding when to begin CPP

– the higher the inflation rate, the bigger the benefit of waiting. Inflation has a significant bearing on when to start a CPP retirement pension.  With inflation at its highest in 30 years, now is a good time to revisit the factors involved in deciding when to draw CPP. Two separate measures of inflation come […]

Read More… from Consider Inflation when deciding when to begin CPP

 

Old Age Security Benefit Going Up

Old Age Security Benefit Going Up

In her first speech since the federal budget, Canadian Deputy Prime Minister and Finance Minister Chrystia Freeland announced […]

Read More… from Old Age Security Benefit Going Up