Constructive Listening to Engage Culturally Diverse Clients

Posted in: Strategic Thinking
Many of your future clients and associates may not be Canadian-born, but reaching out to all populations and cultures can help you scale up your business, and make an important contribution to Canadian progressivity. What are the best practices to succeed in engaging clients within your diverse client-base? Daniel Collison will explore this important issue at DAC, Nov. 11-14 in Quebec City.

Education: The Secret to Joining the Millionaires’ Club

By: Evelyn Jacks Posted in: Strategic Thinking, High Net Worth, investment, global wealth, low income, 1%, wealthy, rich, millionaire's club, wealth accumulation
Global wealth is on the rise. Over the past decade, it’s increased by 27 percent*; and estimates show that by 2022, global median wealth will grow to $341 trillion USD, with the number of millionaires worldwide totaling 44 million,** a 22 percent increase from today. Remaining in the market since the financial crisis ten years ago has been prosperous for many investors – but how can average Canadians join the growing millionaires’ club?

Graduates in the News: Wayne Blackmere

By : Knowledge Bureau Staff Posted in: Strategic Thinking, tax services specialist, distinguished financial advisor, DFA, Graduates in the news, grads in the news, Nancy Folliott, designates, students, Wayne Blackmere, Death of a Taxpayer
“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.

Year-End Tax Tip: Brush Up on Medical Expenses

By: Evelyn Jacks Posted in: Strategic Thinking, tax credits, Evelyn Jacks, Medical expenses, deductible medical expenses, tax deductions, medical claims, caregiver credits, claiming medical expenses, eligible medical expenses
Claiming medical expenses can be painful for most taxpayers: there are so many receipts and tiny numbers involved. But it can be worthwhile, especially if you schedule your dental and medical treatments in a tax-savvy manner before year-end.

Women Make Strides in Financial Services

By : Beth Graddon Posted in: Strategic Thinking, Financial Planning, Financial Advisor, Small Business, distinguished advisor conference, women in business, entrepreneur, leadership, proprietorship, business owner, female business leaders, women in financial services, Canadian Summit for Women in Financial Planning, Business Buider Retreat, women-owned enterprises
The financial services industry has traditionally been male dominated, but a shift has started to occur, with more emphasis placed upon supporting female growth in this field. Also important, is a new Statistics Canada Report which notes that women-owned service industry businesses are experiencing higher growth rates than those owned by men, which bodes well for female leaders in the tax and financial services.

Tax Relief for Armed Forces: Were Claims Filed Correctly?

By: Evelyn Jacks Posted in: Strategic Thinking, tax preparation, Evelyn Jacks, tax tips, tax advisor, Canadian Armed Forces, tax relief, tax credit, tax deduction, CAF, tax creits for Armed Forces, Canadian Veterans, Canadian military
Members of the Canadian Armed Forces (CAF) received $85 Million in extra tax relief in the 2017 tax year, but some may have missed the opportunity when filing. As part of year-end tax planning communications, professionals working with CAF clients may wish to revisit any recent claims for the deductions available to police and Canadian Forces personnel.