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Ethical Wealth Transfer and Inheritance Planning

Economic & Financial Planning | Economic Planning Board
Region:
Southwest Ontario
Start Date:
Friday, April 5, 2024
Start Time:
After Jamati Ceremonies
Location:
Arbour Vista Public School: 200 McCann Street, Guelph, ON N1G 0C5

Join us on Friday, April 5 after Jamati ceremonies for an insightful seminar on Ethical Wealth Transfer and Inheritance Planning / Intergenerational Wealth presented by Gulzar Ladhani. We will delve into strategies for effectively transferring wealth across generations in ways that are consistent with the values of our tradition.

From navigating complex legal frameworks to crafting tailored estate plans, our expert speaker will provide invaluable insights to help you safeguard your legacy, but with a commitment to treating people fairly and with respect. Don't miss this opportunity to empower yourself with the knowledge and tools necessary to protect your loved ones and grow your wealth for generations to come.

In-Person Tax Clinics | Southwest Ontario

Economic & Financial Planning | Economic Planning Board
Region:
Southwest Ontario
Published Date:
Wednesday, March 20, 2024

In-person tax clinic sessions are back for the 2023 Canada tax filing season. Facilitated through the Canada Revenue Agency's Community Volunteer Income Tax Program, individuals with a modest income, new comers, seniors and those with a simple tax situation, can get assistance on their tax returns.

If you qualify, please fill out the Tax Clinic Intake Form.

For more information, please visit the Economic & Financial Planning News Section.

Southwest Ontario Tax Clinics

  • Kitchener Headquarters Jamatkhana | Saturday, March 30 (12pm-5pm)
  • Mississauga Jamatkhana | Sunday, April 14 (2pm-5:30pm)

 

How Much Do I Need to Save for Retirement?

Economic & Financial Planning | Economic Planning Board
Region:
Canada
Date:
Saturday, March 30, 2024
Start Time:
1:00 PM ET
End Time:
2:30 PM ET
Have you ever asked yourself how much money you will need to retire comfortably?
 
Finance and Accounting Professional Alliance of Ontario is proud to present a virtual Zoom webinar on Financial Planning for Retirement on Saturday, March 30 at 1pm EST. The webinar will be presented by Karim Halani, a Senior Wealth Advisor with Peak Horizon Wealth of Raymond James Ltd. The webinar will focus on answering this question, as well as saving strategies, income sources during retirement and tax implications. 
 

Mortgage Relief Options for Canadians

Economic & Financial Planning | Economic Planning Board
Region:
Edmonton
Published Date:
Thursday, March 14, 2024

Higher interest rates may be a stress on many families, the Economic Planning Board encourages mortgage owners to be aware of their options for assistance.

Please take time to review the information HERE, which is provided by the Government of Canada's Financial Consumer Agency.

Also take time to meet with your mortgage provider to obtain information on specific programs, rates, and services they may offer for mortgage renewals.

Edmonton and Area Job Postings

Economic & Financial Planning | Economic Planning Board
Region:
Edmonton
Published Date:
Thursday, March 14, 2024

For the week of March 15, see open positions with the following employers on the Edmonton and Area Job Listings, featuring opportunities in a number of Edmonton and area organizations, with varying levels of education and experience required.

In-Person Tax Clinics

Economic & Financial Planning | Economic Planning Board
Region:
Canada
Published Date:
Tuesday, March 12, 2024

In-person tax clinic sessions are back for the 2023 Canada tax filing season. Facilitated through the Canada Revenue Agency's Community Volunteer Income Tax Program (CVITP), individuals with a modest income, new comers, seniors and those with a simple tax situation, can get assistance on their tax returns.

If you qualify, please fill out the Tax Clinic Intake Form.

For more information, please visit the Economic & Financial Planning News Section.

 

Economic Planning Board: Tax Clinic Intake Form

The Economic Planning Board (“EPB”) is an initiative of His Highness Prince Aga Khan Shia Imami Ismaili Council for Canada (“CFC”). The objective of the EPB is to deliver and collaborate on programming to participating individuals and families to foster economic empowerment. Programs include, amongst others, financial literacy, skills and employment, and the Ismaili Business Support Centre.
 
The EPB Program will be provided by EPB volunteers and staff (collectively “Providers”). As part of the EPB Program, Providers may also recommend and facilitate access to third party services and programs (“Third Party Services”) that could be of benefit to participating individuals.

Consent to Collect, Use and Disclose Registrant Information
1. His Highness Prince Aga Khan Shia Imami Ismaili Council for Canada, its local Councils, and affiliated Institutions (collectively, the "Institutions") respect your privacy and are committed to protecting the privacy of your personal information.  

By voluntarily proceeding, you consent, in accordance with the Institutions' Privacy Policy (see URL below), to the collection use and disclosure by the Institutions of your personal information or personal health information for the purposes of planning and administering the Program and for the purposes of:
a) Institutional planning to assist with the creation, review and/or implementation of programs, services and measures intended to benefit the Ismaili Jamat in Canada and abroad;
b) notification and/or delivery of other programs and services by the Institutions;
c) statistical analysis necessary to further assist the Institutions in fulfilling their mandates;
d) administration of surveys;
e) planning of or response to a natural disaster or other event deemed to be an emergency, or imminent threat to the Jamat (collectively the “Purposes”); and
f) being contacted by the Institutions for reasons related to the Purposes.
https://iicanada.org/privacy-policy 
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Vacant Home Tax

Economic & Financial Planning | Economic Planning Board
Region:
Toronto
Published Date:
Thursday, March 7, 2024
Owners of properties in Toronto that are classified within the residential property tax class are required to declare the occupancy status of their property every year, even if they reside there. However, the tax does not apply to:
  • Properties that are the principal residence of the owner
  • Properties that are the principal residence of a permitted occupant or occupied by a tenant (including business tenants)
  • Properties that qualify for an exemption

The deadline to make a declaration of the property’s 2023 occupancy status has been extended to Friday, March 15.

Visit the City of Toronto Vacant Home Tax information page to get further details and declare your occupancy status.

It is Tax Filing Season

Economic & Financial Planning | Economic Planning Board
Region:
Canada
Published Date:
Wednesday, March 6, 2024

The Economic Planning Board is pleased to announce that the in-person tax clinic sessions are back for the 2023 Canada tax filing season. Facilitated through the Canada Revenue Agency's Community Volunteer Income Tax Program (CVITP), individuals with a modest income, newcomers, seniors, and those in a simple tax situation can get assistance on their tax returns.

If you qualify, please complete the registration form: Tax Clinic Intake Form.

Talent Pool Online Job Fair

Economic & Financial Planning | Economic Planning Board
Region:
Edmonton
Published Date:
Wednesday, March 6, 2024

Are you looking to kickstart your job search? Join Talent Pool on Wednesday, March 20 for an online career fair.

Connect with more than 50 employers from a wide range of industries. Ask questions, get answers, and take the next step at this virtual job fair.

Register today!