Advisors, Make a Difference with Impact Investing

Posted in: Strategic Thinking, DAC, distinguished advisor conference, Millennials, DAC speakers, sustainable investing, responsible investing, impact investing, change makers, Toronto finance, Bonnie Foley-Wong
86 percent of Millennials* have an interest in socially responsible investing, and the majority say they would be twice as interested in investing in a stock or fund if it has social responsibility objectives. It’s a trend on the rise, and an important way advisors can make an impact with Millennials and other clients aiming to make a difference.

Graduates in the News: Stefanie Keller, RWM™

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Real Wealth Management, Financial Literacy, financial education, Real Wealth Manager, testimonial, Stefanie Keller, Graduates in the news, holistic financial planning
“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.

Business Partnerships: Signing on the Dotted Line

By : Knowledge Bureau Staff Posted in: Strategic Thinking, DAC, self-employed, knowledge bureau, Small Business, business development, leadership, tax courses Evelyn Jacks, Business Builder Retreat, Philippe Richer, business owner, entreprenreur, prorietorship agreement, shareholder agreement, business contract, business investing
It’s critical to operate within safe havens if you are in business today. To mitigate the challenges and issues partners and shareholders in business face during the business-building process, it’s essential to have a contract in place. But many don’t understand the core components before signing on the dotted line.

Newcomers Need Advice: Can You Explain Our Complex Tax System?

By: Evelyn Jacks Posted in: Strategic Thinking, taxation, knowledge bureau, Evelyn Jacks, tax reform, personal income tax, immigration, canadian newcomers, working abroad, newcomers to canada, immigrants, returning residents, Canadians returning, living aborad, Social Insurance Number, Canada's tax system, tax guidelines
Our nation’s system is complex even to tax-educated Canadians. Imagine how mind-boggling this must be for newcomers (immigrants and refugees) and returning residents to Canada. There’s opportunity for advisors to work with this vast niche market and become a trusted educator and advocate for these families.

U.S. Tax Reforms: More Damaging Than NAFTA Failure?

By : Beth Graddon Posted in: Strategic Thinking, DAC, distinguished advisor conference, Cross Border Tax, Canadian economy, snowbirds, finance canada, tax reform, Morneau, business tax, Dean Smith, Canada's competitiveness, Canadians abroad, U.S. tax reform, Jack Mintz, capital deductions, U.S. economy, working in the U.S.
Data from a recent PwC study shows that the economic repercussions of Canada’s increasing lack of competitiveness due to U.S. tax reforms, could be ten times greater than the fallout from a NAFTA termination. If you work with business owner clients, expect to be asked about the granular details of the incentives.

Communications Strategies: Transparency vs Reputational Risk

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Communications, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, client perspective, communications and marketing, communications strategies, reputational risk, Christina Fazio, Hometrust
Reputation matters, as the recent nominee to the U.S. Supreme Court has experienced just this week. It matters to your business, too. According to a report by Deloitte*, it accounts for 25 percent of any business’ market value. With such significant value placed on reputation, it’s not surprising that this is the number one strategic concern of business executives.