What is an RRSP Meltdown Strategy?

By : Alan Rowell, MFA, DFA-Tax Services Specialist Posted in: Strategic Thinking
What’s the best way to pay the least amount of tax on your RRSP or RRIF accumulations?  “Average down” the taxes payable on your accumulated capital  by using the progressivity of the tax system (the more you make the more you pay) and the current tax brackets and rates to your advantage.

Spotlight on Canadian Financial Authors:  Rick Atkinson

By : Rick Atkinson Posted in: Strategic Thinking
In Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors and celebrate Financial Advice at the Crossroads of Change at DAC Nov 5-8 in Kelowna.  This week:  Rick Atkinson discusses:  Guiding Clients to Better Health & Well Being in Retirement.

Distinguished Advisor Conference, November 5-8, 2017 in Kelowna: Financial Trivia Question

Posted in: Strategic Thinking
We would like to remind you about our skill-testing financial trivia.  This is your chance to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change. You just need to correctly answer both questions.

DAC: Take a Strategic Look at the Crossroads of Change

By : Knowledge Bureau Staff Posted in: Strategic Thinking
At a time when governments are more closely monitoring changes in global GDP growth, the effects of protectionism, currency fluctuations, tax changes and sluggish business investment on the long-term financial well-being of Canadians, wealth advisors need to better understand new strategies for making tax efficient investment recommendations to the families they work with.

Portfolio Risk Management in Retirement Course to Efficiently Manage and Increase Family’s Net Worth

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Canadians who reach age 65 are more likely than ever to live into their 90's thanks to healthier lifestyles and a decline in heart disease.  But this lengthens the retirement income planning period.  Therefore, a renewed focus on continued capital accumulation and preservation is as important as the tax-efficient withdrawal of funds.  Knowledge Bureau’s recently updated Portfolio Risk Management in Retirement course reviews the measurement and calculation of risk and return from this perspective.

People in the News

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Gain confidence and trust of your clients: Wisdoms from Sharon Timson, DFA - Tax Services Specialist, Manitoba