CFP professionals available to talk about budget issues: tax planning; mortgage/home-buying; and more!
"Fall behind or spring ahead," as the saying goes. This season has sprung with no shortage of financial planning issues and opportunities for Canadians to get their financial plans in shape
Got questions? We have people with answers. CFP professionals from across Canada are available to offer insight and expertise on a variety of topics.
BUDGET 2007
Jim Flaherty unveiled the federal budget on March 19th. In fact, most provinces announced their budgets in the last two months. Care to explore how some of the changes might impact Canadians' financial plans?
e.g. How can Canadians take advantage of the proposed changes related to: RESP contributions; the new Registered Disability Savings Plan; increases in age limit for maturing retirement plans; increased child tax credit; gifting securities to private foundations; tax exemptions for bursaries and scholarships to elementary and secondary schools — and other issues.
5 WAYS TO SHAPE UP YOUR FINANCIAL PLAN THIS SPRING:
FPSC continually updates its website (www.cfp-ca.org) with new tools and information that will help Canadians take the next step in their journey to financial success. Here are some of our most popular sections your readers may enjoy:
The tax-filing deadline is looming. Are Canadians prepared to make the most of all eligible tax deductions? Need any advice, tips and strategies to offer your readers/audience?
SPEAKING OF TAX
Are your kids getting in shape? This might cut your 2007 tax bill if they are under 16 years of age, according to the new Children's Fitness Tax Credit proposed for 2007. And…
…what about those tax refunds millions of Canadians will get in the early spring? How to make the most of it — Pay down debt? Top up the mortgage? Or just have some splurge fun? Hear what CFP professionals have to say. You might be surprised.
BUYING OR SELLING A HOME? 'TIS THE SEASON!
People buy homes all year round but spring is notoriously the busiest season. Need some advice on the latest in mortgages? Long, short, variable, fixed, other? And what about mortgage insurance — is that the best strategy, are there others to consider? What about real estate as an investment — what are the pros and cons? Other issues? Bring them on!
SEASONAL TUNE-UP/FINANCIAL FITNESS
It's never too late to make positive changes in one's life. Spring is about new beginnings. Care to offer your readers advice and tips on how to get started?
About the community of CFP professionals:
More than 17,000 individuals in Canada have earned CFP® certification. This expert community of financial planning professionals spans the country and all the financial services sectors. Qualified to provide financial planning advice, CFP professionals can answer questions on topics related to retirement, investment, insurance, tax and estate planning, education savings, budgeting and more. Many have specializations including financial planning for life transition, divorce, charitable giving, elder care, alternative investing and others.
Financial Planners Standards Council (FPSC) is a not-for-profit organization established in 1995 to lead the development of the financial planning profession. FPSC develops and enforces the highest standards in financial planning competency and ethics for individuals who hold the CFP® (CERTIFIED FINANCIAL PLANNER®) in Canada. There are currently more than 17,000 CFP professionals in Canada and more than 105,000 individuals who have earned CFP certification in 20 countries around the world. See www.cfp-ca.org for more information.
FOR MEDIA INTERVIEWS AND FURTHER INFORMATION, CONTACT: Heather Mills/ FPSC at 416.593.8587 ext. 235 or hmills@fpsccanada.org; As of April 5th, you can also contact: Eileen Chadnick/Chadnick Communications at 416.631.7437 or eileen@chadnick.com.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks