Victims of Bank Fraud: Who’s on the Hook?

By : Tamar Satov Posted in: Strategic Thinking, Financial Advisor, knowledge bureau, Evelyn Jacks, bank fraud, consumer bank fraud, protecting your PIN, Canadian banks, credit card fraud, Walmart Bank Canada, card readers, fraud protection, credit card theft, cardholder agreement, Canadian Office of Consumer Affairs, fraud investigation, consumer protection, compromised debit card, stolen credit card, banking
The head of the Royal Bank of Scotland came under fire this month for saying bank fraud victims shouldn’t expect automatic refunds. But the comments made by CEO Ross McEwan, essentially blaming consumers for being careless with their PINs and passwords, are already in line with how some Canadian banks handle consumer fraud claims.

Life Purpose – The Value of Learning

Posted in: Strategic Thinking, education, knowledge bureau, Evelyn Jacks, tax education, post-secondary education, learning, leadership education
“Anything that you learn becomes your wealth, a wealth that cannot be taken away from you; whether you learn it in a building called school or in the school of life. To learn something new is a timeless pleasure and a valuable treasure.” —C. JoyBell C. 

Free Info-Session: Effects of Tax Proposals on Private Businesses

Posted in: Strategic Thinking, Tax Planning, Financial Advisor, knowledge bureau, Evelyn Jacks, Canadian economy, tax changes, tax education, tax reform, tax reform Canada, income tax Canada, tax news, tax rates, tax revisions, tax preparers, overtaxation, small business tax
The business community continues to voice concerns about the tax reforms proposed on July 18, 2017. These tax proposals target private corporations and their shareholders; specifically, tax rates on certain passive income could rise to 73 per cent, putting small businesses in particular at risk.

People in the News

Posted in: Strategic Thinking
Phyllis Mikolajek, a business and tax services professional in Winnipeg, had this to say about attending the Distinguished Advisor Conference