This session offers an introduction to Canada's tax structure and highlights many deductions and tax credits available to lower your taxes. It will also explain the basics of the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP) and how they can be used to invest your money and cut your tax bill. If you don't currently have a TFSA or RRSP or you think it is something you will do "later" — [...]
Our good friends at SRJ Chartered Accounting will help you uncover the advantages of automated bookkeeping! This webinar will discuss increasing efficiency, reducing errors, real-time data access and cost savings for your practice. Speaker(s): Christine Duggan CPA, CA, Sr. Manager, SRJ Chartered Accountants Original Broadcast: February 28, 2024 Watch the Webinar
The decision to buy a home is one of the most important decisions you will ever make, and the process is complicated and comes with its own rules and language, even when renewing your current mortgage. It's imperative you understand all the ins and outs so you can avoid surprises and ensure you get the best available home for your needs and budget. This session will introduce the basic knowledge required to finance/purchase a home [...]
Join the Enriched Academy team for a very practical, easy-to-understand explanation of wills and estate planning. Dying without a will leaves a huge mess behind for your loved one to clean up and can create all sorts of issues that you never intended. The team will show you why everyone should have a will (62% of Canadians don't) and also how easy and cost-effective it is to get one. In fact, everyone who attends this [...]
Join our financial education partners, Enriched Academy with SRJCA to learn how to take advantage of all the available deductions and benefits available to small business owners. Learning Outcomes: a. How to fully utilize available tax deductions and credits. b. Audit triggers and valuable tips for record keeping. c. When a small business should incorporate and why. Speaker SRJ Chartered Accountants and Enriched Academy Original Broadcast June 21, 2023 Watch the Webinar
The webinar will help you understand how to minimize the risk of depleting your savings during retirement, how to use your corporation to generate retirement income, and how to plan for long-term care and medical expenses in retirement. It will also touch on optimizing tax strategies and making informed decisions regarding your CPP and OAS benefits. Presenter Richard Skeels - Wealth Advisor, CIBC Original Broadcast June 12, 2024 Watch the Webinar
Financial habits are formed early, and it is difficult to change later in life, which makes the teenage years a great opportunity to get your kids on track for a lifetime of sound financial decision making. If you are a little lost about what to teach your teens when it comes to money or want to save them the experience of learning about financial mistakes the hard way (sometimes with serious, lasting repercussions), make sure [...]
Financial statements are not just for accountants or taxes, they are a very important tool for entrepreneurs. Understanding the basics of financial statements will allow you to build a business that thrives financially. In this webinar, you will learn about the different types of financial statements and how they can support you in understanding how your business is performing. It will teach you how to use financial statements as a tool to improve your profitability [...]
Education is a great investment, but the cost can have a significant effect on your post-graduation lifestyle and financial situation. If you have a student loan or you (or your kids) are considering one, this session will help you understand the impact and obligations. You'll also learn the dangers of mismanaging your student loan, the top 5 student loan mistakes and how to avoid them, and tips to pay off your loan quickly! Presenter(s) Natalie Joy [...]
Financial Stress is an issue impacting so many Canadians and you as OCA Members are included. We are excited to host a session on Financial Wellness offered by Heather Coleman, MBA of Enriched Academy and recent TEDx Speaker. In this session, Heather will be highlighting why financial wellness matters, addressing some money myths and how they can impact us and teaching fundamental skills to help make your financial wellness a priority. Presenter Heather Coleman, Enriched Academy Original [...]
