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In an investment advisory marketplace where individual professionals’ value propositions may be difficult to put a finger on, a barrage of referral requests can be stressful. This article will work through a non-exhaustive list of things to consider when choosing an investment advisor.

The Fellow (FCPA) title formally recognizes those members whose achievements and contributions, in their careers and in the community, have rendered exceptional service to the profession. Becoming a Fellow is the highest honour that can be bestowed on a CPA.

Giving to charity is a terrific opportunity to make a real difference, not to mention it can make great tax sense for your clients! Let’s talk about some of the high-level ins and outs when it comes to giving.

It's never too late or too early to introduce children to positive spending, saving, and borrowing habits which can help ensure a lifetime of financial confidence.

We're very grateful for the CPAs and Future CPAs from across New Brunswick who take the time to meet with students to discuss being a CPA!

Unlike Bob Cratchit, we CPAs are not behind the scenes: we are out front. The movers and the shakers. But like Bob, we are also hard workers and high achievers.

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