Build Long Lasting Relationships with Clients Who Struggle with the Debt

By : Knowledge Bureau Staff Posted in: Strategic Thinking
According to an article in the Financial Post, for the first time, the level of debt held by Canadians has exceeded the country’s gross domestic product. For the advisor now taking on clients struggling with their debts, the new edition of the Debt and Cash Flow Management course is solution for expertly advising clients on managing debt today and in the future and minimizing the debts.

Differentiate with High Standards Of Service Excellence

By : Knowledge Bureau Staff Posted in: Strategic Thinking
THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.

DAC Nov 5-8 in Kelowna: Enter March Financial Trivia Contest

By : Knowledge Bureau Staff Posted in: Strategic Thinking
You can enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be:  CANADA 150: Financial Advice at the Crossroads of Change.

People in the News

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Laramie Tan-Amit Developed Her Competitive Edge as DFA – Tax Services Specialist:

Life Purpose

By : Knowledge Bureau Staff Posted in: Strategic Thinking
“As we look back and move forward, we would all be advised to remember that pride goes before the fall.” Former Bank of Canada Governor, Mark Carney in Geneva, 2010

What Deductions Can Salaried Employees Claim?

By : Knowledge Bureau Staff Posted in: Breaking News
Because employers are generally required to pay for the premises, assets and supplies used up by their employees in performing their duties, the employees themselves have few out-of-pocket costs to claim on the tax return. In some cases, the employee will have expenditures, but to claim them, very specific procedures must be followed.