Life Purpose – The Importance of Education

Posted in: Strategic Thinking
“Learning is not compulsory... neither is survival.” —W. Edwards Deming

Combating Fake News & DIY Wealth Management Trends

VIA: Knowledge Bureau Posted in: Strategic Thinking, DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, wealth management, future-proof, fake news, post-truth, business development, leadership, innovative business, DIY financial management, DIY wealth management, financial tools online, relationship development, conference Kelowna, investment solutions, value proposition, Kirk LaPointe, Daniel Popescu
As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.

Weekly Thought Provoker: Relationship Management Strategies

VIA: Knowledge Bureau Posted in: Strategic Thinking
Join our online discussion: How do you overcome threats through relationship management?

People in the News

Posted in: Strategic Thinking
Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference

Changes to CPP Will Reduce OAS Benefits for Thousands: How Can You Help?

By : Tamar Satov Posted in: Strategic Thinking, seniors, tax credits, knowledge bureau, Canada Pension Plan, Evelyn Jacks, guaranteed income supplement, Canadian economy, pensionable earnings, CPP, tax changes, tax education, tax preparers, retirement benefits, Old Age Security benefits, pension, low-income benefits, tax resources
Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.

New Canadian Tax Reforms Fail to Address Modern Challenges

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Advisor, knowledge bureau, ce credits, Canadian economy, tax changes, tax reform, tax reform Canada, income tax Canada, tax news, tax rates, tax revisions, tax preparers, overtaxation, small business tax, CE summits
Just how much is too much tax? For whom? In case you missed it, Canada is in the midst of a contentious tax reform that increasingly advocates the defeated reforms of yester-year.