Spotlight on Canadian Financial Authors: Rick Atkinson

VIA: Knowledge Bureau Posted in: Strategic Thinking
In celebration of Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors. This week: Rick Atkinson discusses Time Management – A Critical Retirement Skill.

Last chance! Enter the Financial Trivia Contest to Win Free Registration to the DAC

VIA: Knowledge Bureau Posted in: Strategic Thinking
How’s your luck? Give it a try for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC.

DAW: Cross Border Tax and Continuity Planning with Business Owners On Tap

VIA: Knowledge Bureau Posted in: Strategic Thinking
The Federal Budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. With so many businesses poised to change hands soon, advisors must be thinking about preparing the next generation of leaders for the new economy, despite disruptive trends and significant tax changes. The continuity, and even survival, of these companies could depend on your help.

DAC 2017: Don’t Miss Canada’s Pre-Eminent Educational Event for Top Wealth Advisors

VIA: Knowledge Bureau Posted in: Strategic Thinking
The Distinguished Advisor Conference has established its reputation over the past 14 years as the most comprehensive and strategic educational conference available to tax and financial advisors. Experts and visionaries from all sides of the financial services industry will help you refresh your vision and mission, and execute on the strategic and technical skills required to serve your clients in this time of significant change.

People in the News

Posted in: Strategic Thinking
Stay up-to-date with the constant changes in the industry: Dean Cockell, MFA™, Manitoba

Life Purpose

Posted in: Strategic Thinking
“When you reach the end of your rope, tie a knot in it and hang on.” Franklin D. Roosevelt