Attn: Business Owners

Proposed changes to tax planning opportunities

September 15, 2017

The Federal Government is reviewing certain tax planning opportunities, with a view of making changes. The proposed measures may impact a significant number of business owners and shareholders of private corporations. Please see the attached proposals and discuss these with your accountant or wealth advisor.

September 2017

September 1, 2017

September 4, 2017: Labour Day. Our office will be closed.

September 7, 2017: Natalie is attending the “Enriched Thinking” Master Class.

September 13, 2017: Natalie is attending the grand opening for Nordstrom at Sherway Gardens.

September 19, 2017: Golf Day. Nothing beats golf in the fall!

September 21, 2017: Cirque du Soleil’s Volta show in Toronto.

September 23, 2017Sleep In Your Car Event. This is to raise much needed funds for Home Suite Hope, which is Natalie’s charity of choice in Oakville. Donations can be made here.


Share the Wealth

When it's important to our communities it's personal to us

September 1, 2017

The Share the Wealth program was conceived as a way to celebrate the philanthropic efforts of employees by connecting everyone across the organization who contributes their time and exhibits leadership in their volunteerism. Share the Wealth showcases the good work done by our advisors and their teams, and it enables the ScotiaMcLeod Charitable Foundation to give back, by making donations to the charites that our employees are most passionate about, and most intimately involved in.

“People are involved with these charities because they’re a part of their lives — it’s personal. They’ve
had a family member with Parkinson’s; they’ve got a friend who has survived cancer, and they’re contributing because
they want to be a part of a better future.” Rob Gray – Foundation Board Chair

In 2017, advisors attending our national conference in Halifax contributed more than $800,000 to the Foundation! This was an amazing evening of fundraising, where colleagues joined together with personal pledges to donate a percentage of their annual earnings, and other generous lump sums. This will enable the Board to distribute more awards than ever before.