Business continuity: An important discussion at the Distinguished Advisor Workshop

Posted in: Breaking News
As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Real Wealth Management: The key to sustaining family wealth

Posted in: Breaking News
The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

Financial Trivia Contest: Another chance to win a free registration to DAC!

Posted in: Breaking News
Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.

People in the News

Posted in: Breaking News
Increase your knowledge and value proposition with DFA - Tax Services Specialist™ designation—Chad Kruger, Alberta

Little-Known Tax Relief for Student Loans

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Student loan indebtedness is a burden that often haunts graduates for many years after they have completed their post-secondary education. According to a Statistics Canada report from 2012, the average university student’s debt is $21,700. Fortunately, there is some relief on the tax return.

2017 Provincial Budget Roundup: Part 2

By: Walter Harder Posted in: Strategic Thinking
This is the second in the Provincial Budget Roundup series. This week, we present a brief summary of the tax provisions from the western and prairie provinces: