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.

Secrets to Wealth: Real Estate and Entrepreneurship

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, High Net Worth, knowledge bureau, Evelyn Jacks, retirement planning, distinguished advisor conference, retirement income, financial education, entrepreneur, leadership development, Business Builder Retreat, Canada's wealth, Business Builder Program, leadrship retreat, leadership course
According to the 2016 Survey of Financial Security, released in December of 2017, median net worth increased in Canada by 14.7 percent since 2012. The big ticket to success? Turns out, it’s real estate, pensions and according to other studies, entrepreneurship.

Changing Jobs? Your Pension May Be Affected

By: Walter Harder Posted in: Strategic Thinking, tax preparation, Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, tax courses, retirement income, CPP, wealth management, financial education, pension, Walter Harder
When an employee moves from one employer with a pension plan to a new employer with their own pension plan, pension adjustments can get confusing.

Fostering the Development of Future Leaders: Young Advisor Award

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, leadership, financial conferences, leadership retreat, Business Builder Retreat, young advisors, Young Advisor Award, Quebec Conference
At November’s Distinguished Advisor Conference (DAC), Knowledge Bureau will be honouring tomorrow’s future leaders as the recipients of the Young Advisor Award. Applications are being accepted until June 30, 2018!