Finance Canada Report Raises Eyebrows

By: Evelyn Jacks Posted in: Strategic Thinking, Debt, GDP, Evelyn Jacks, government spending, tax education, finance canada, pension, interest, annual report, government defecit, International Monetary Fund
Two important economic reports were released in Canada on October 19 and October 23. The former, by the Finance Department has raised eyebrows for its tax and spending increases. The second, from the Office of the Parliamentary Budget Officer, has warned about the effect of negative trade actions on Canada’s GDP.

High Taxation Has Implications for Economic Growth

By: Evelyn Jacks Posted in: Strategic Thinking, Personal Tax, Debt Management, Wealth planning, investment, Evelyn Jacks, corporate tax, economic growth, federal budget, Canadian economy, tax education, finance canada, annual report, Tax Foundation
Exactly what is the effect of high taxation on long-term economic growth in a country in which an aging population has limited capacity to pay more tax? It’s an important consideration in light of Finance Canada’s annual report, released on Friday October 19 and this week’s PBO Report.

High-Net-Worth Clients: Opportunities in Wealth Management Services

By: Evelyn Jacks Posted in: Strategic Thinking, Real Wealth Management, High Net Worth, wealth management, 1%, Capgemini Report, risk assessment, client retention, relationship mangement
These are interesting times for wealth advisors, amidst new fall volatility*. While High-Net-Worth (HNW) clients around the world enjoyed investment returns of over 20 percent for the second year in a row, increases in satisfaction levels did not correlate with increased returns. This is especially true in Canada.

RESP: A Key to Closing the Poverty Gap

Posted in: Strategic Thinking, education, RESP, education savings, poverty, DAC speakers, Canda Learning Bond, CLB, Pierre Labbee
Statistics show that small children who grow up with the expectation they will take higher education will reach those aspirations, and this is likely the key to breaking the poverty cycle in Canada. The Registered Education Savings Plan (RESP) can help, but governments and the private sector need to do more coaching with parents, because educational aspirations begin with them.

Scaling a Business to New Heights: Are You Up to the Challenge?

By : Joanne Sigurdson & Evelyn Jacks Posted in: Strategic Thinking, entrepreneur, business development, leadership, business courses, business owner, business management, growing a business
If you are in business today, building on what you have accomplished so far can be very exciting. Yet it can also be intimidating, especially if the necessary steps have not been fully thought out and properly planned for, and if you are keenly aware that in the absence of growth comes the peril of mismanaging the equity you have built so far.

The Most Important CE Summits of the Year!

Posted in: Strategic Thinking
The registration deadline is October 31 for the most important CE Summits of the year! Register while there's still time.