Canada’s Economic Future: Immigration is Essential for Growth

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, tax preparation, DAC, knowledge bureau, Evelyn Jacks, tax courses, Canadian economy, bookkeeping courses, accounting courses, immigration, education for immigrants, careers for immigrants, immigration visa, canadian newcomers, Canada's immigration plan, Immigration Minister, Ahmed Hussen, Immigration Summit, Shoshana green
Reports from the recent 2018 Immigration Summit in Ottawa, show that immigration is going to be essential for the future of the Canadian economy. But, where are the career opportunities for newcomers to Canada, or those those returning back home?

Time for a Leadership Reboot: What’s Your Passion Statement?

Posted in: Strategic Thinking, DAC, self-employed, knowledge bureau, Evelyn Jacks, distinguished advisor conference, entrepreneur, Executive Business Builder Program, education for entrepreneurs, leadership development, leadership retreat, Executive Business Builder Retreat, leadership course, business building, passion statement, personal mission statement, business goals, career goals
Your passion statement is all about the “why?” When’s the last time you took the time to reconsider why you do what you do?  Whether you’re a proprietor or have leadership aspirations to grow your career, this is the driving force that is the basis of your business goals. Join Knowledge Bureau to recommit to your life’s work at November’s Business Builder Retreat.

Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Estate Planning, knowledge bureau, executor, succession planning, Evelyn Jacks, retirement planning, final returns on death of a taxpayer, tax courses, ce credits, master financial advisor, inheritance, tax education, financial education, Walter Harder, online education, taxes for deceased, holistic wealth management, estate services
Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.

Canada’s Tax Freedom Day: Implications to Wealth Management

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, income tax, retirement planning, tax strategies, tax courses, wealth management, financial education, tax dates
Every year there is a milestone date when Canadians can shift their focus from paying taxes due to using their income to secure their financial future. Several countries track “Tax Freedom Day” annually, and Canada’s is coming up in June. It falls weeks behind other countries, which can have negative repercussions to wealth management and retirement planning.

Canadian Aging Trends: Considerations for Retirement Strategies

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, retirement income, financial education, Real Wealth Manager, retirement statistics, retirement courses, CLSA, Canadian Longitudinal Study on Aging, health trends, aging statistics
The Canadian Longitudinal Study on Aging (CLSA) has just released its first report on a broad range of physical, mental and social aspects of aging in Canada. Why should tax and financial advisors care about these trends at this time? The key findings may surprise you, as the vast majority of seniors say they are managing very well.

When Canadians Struggle: Education is the Solution

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, Financial Literacy, education, knowledge bureau, Evelyn Jacks, tax courses, income equality, tax education, education statistics, online education, low income, middle class, Business Builder Retreat, poverty, Esecutive Business Builder Program, professional tax preparation
Despite good trends in overall wealth accumulation in Canada, recent reports show that many Canadians struggle financially with increasing personal debt levels, and rising mortgage interest rates. The  2018 Budget also voiced concerns about income equality and diversity, but it’s clear education is a key part of the solution.