Financial Planning Week in Canada began in 2009 with the goal of emphasizing sound financial management and strategic planning benefits to Canadians. This year, Financial Planning Week takes place from November 17th to 23rd and we invite you to join us, with the wider financial planning community, as we come together to help everyone understand their finances better.
We want you to feel financially empowered! Below are a selection of some resources that you may find useful to explore with a focus on financial planning. We believe that these articles can assist in fostering a culture of financial responsibility, encouraging individuals of all ages to set and achieve financial goals for a successful future.
Of course, we are also more than pleased to offer personalized advice for any of your financial questions or needs, we invite you to contact one of our qualified financial planners today.
Echoes Series on Legacy Planning – A 9-episode podcast series (episodes ranging from 7 – 25 minutes) where seasoned experts delve into crucial topics like the fundamental concepts of legacy planning, estate assessment, tax complexities, and business succession strategies. The series also covers philanthropy, the balancing of inheritance, and the responsibilities of inheritance recipients.
12 Tips to a Brighter Future – A helpful tool to help you break down financial planning into smaller tasks by month, spread out over the course of a year.
TFSA or RRSP – A handy publication that explores the pros and cons of each savings option and identifies the main differences.
Staying Calm When Markets are Volatile – An insightful article that explores short-term views and long-term strategies to remind us to keep calm, stick to the course, and avoid jeopardizing your long-term plans.
Considerations for Using a Spousal RRSP – Examining when and how this strategy works and whether it is right for you.
TOPICS COVERED IN THIS ISSUE:
- Valuing Economic Loss for Realtors in the Current Realty Market
- Discount Rate Increases to 1.1% for Trials in 2025
- Approaches to Value Customer – Related Intangibles
- Quality of Earnings Reports – What They Are and Why They Matter
DJB Chartered Professional Accountants will be at the 2024 Canadian Greenhouse Conference, located at the Niagara Falls Convention Centre on October 9th & 10th.
For more information and directions, check out the Canadian Greenhouse Conference website.
We invite you to visit us at booth #829.
As your trusted Human Resources partner, the DJB HR Advisory team would like to invite you to attend an engaging and insightful lunch-hour webinar that aims to deliver valuable lessons and best practices in areas such as terminations, accommodations, and investigations.
We’ll explore some spooky “Cautionary HR Tales” and provide you with meaningful takeaways to help you successfully navigate HR challenges. No tricks here, just treats!
Participants are encouraged to bring their questions (especially the scary ones!) which will be addressed in real-time during the Q&A. Alternatively, questions can be submitted in advance to djbhr@djb.com.
We look forward to your participation in this event!
DATE: Wednesday October 23, 2024
TIME: 12:00PM – 1:30PM (including Q&A)
DJB’s HR Advisory team continues to support the local community as a presenting sponsor for two 2024/25 season performances at the FirstOntario Performing Arts Centre in St. Catharines.
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Celebrating Gord and The Hip
Wednesday, October 15, 2024
7:30PM
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HYPROV /w Colin Mochrie and Asad Mecci
Tuesday, January 28, 2025
7:30PM |
We are proud to share that our Greater Hamilton office has been deemed “Best in the West” by the readers of NewsNow. We’ve been awarded the Diamond Award in the Accounting Firm category for the sixth year in a row!
Thank you to the voters for giving us these honours.
NewsNow E-Edition August 15 2024
NewsNow E-Edition August 22 2024
DJB is proud to have earned the McGillivray Trusted Professional endorsement for Halton – three years in a row!
Bringing experience with 100’s of real estate investments, award-winning HGTV celebrity, executive producer, and real estate/renovation expert Scott McGillivray knows first hand about the value that a knowledgeable, connected, and dedicated Real Estate Professional brings to the buying and selling process.
“Partner with the Professionals I trust!” recommends Scott McGillivray, real estate expert and star of TV shows Income Property, Buyers Bootcamp and Vacation House Rules. “It’s important to partner with professionals that have the market knowledge and expertise guaranteed to make your real estate journey a smooth and successful one.”
Real Estate Professionals in the McGillivray Trusted Professional Program have been selected based on a combination of their excellence in client satisfaction, depth of experience, and proven ability to deliver results.
About DJB Chartered Professional Accountants
DJB was founded in 1940 and is one of the largest independent public accounting firms in the Halton region, with multiple offices serving businesses throughout Southern Ontario. DJB professionals have the expertise to provide financial and business advisory services related to any construction and real estate venture, whether in start-up phase, fully functional, or at divestiture.
About Scott McGillivray
Scott McGillivray is North America’s go-to expert when it comes to all things real estate and renovation. He’s a real estate investor, contractor and star of the hit HGTV TV shows such as Income Property, Buyers Bootcamp and Vacation House Rules. Passionate about helping people learn the ins-and-outs of how to succeed in renovation and real estate, Scott is now sharing his own hard-earned, insider secrets with property owners in the hit HGTV show, Scott’s Vacation House Rules. McGillivray emphasizes the importance of using a qualified Real Estate Professional by recognizing a select few of the best real estate minds in the country through his McGillivray Trusted Agent and Trusted Professional programs.
Watch videos:
Find out more at:
scottmcgillivray.com/trusted/trusted-professionals/
facebook.com/EverythingScottMcGillivray
