Doug Nelson Wins 2017 DAC Client Innovation Scholarship Award

VIA: Knowledge Bureau Posted in: Strategic Thinking, DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial education, entrepreneur, thought leadership, value proposition, wealth manager, Douglas Nelson, Client Innovation Scholarship Award, customer retention, Canadian financial conferences, advisor conferences, Kelowna conference, 2017 conferences, Nelson Portfolio Management Corporation
Canadian portfolio manager and 25-year veteran of the financial services industry, Douglas V. Nelson, CFP, MFA, CLU, CIM, has been awarded the 2017 DAC Client Innovation Scholarship Award, to be presented at the Distinguished Advisor Conference in Kelowna, B.C., November 5-8. The award was co-founded by Knowledge Bureau and Franklin Templeton Investments in 2016.

Do Your Clients Have Good Debt or Bad Debt?

Posted in: Strategic Thinking, Debt Management, Financial Advisor, knowledge bureau, Evelyn Jacks, retirement planning, ce credits, home equity, financial education, tax reform, CE summits, financial planner, mortgage rates, interest rates Canada, unfair tax changes, Distinguished Advisor Workshops
Canadian household debt hit a record in the second quarter of this year, at $1.68 of debt for every dollar of income. As interest rates increase and debt levels soar, your clients run the risk of much greater uncertainty about their financial security.

People in the News: Jan Sawchuk

Posted in: Strategic Thinking
Jan Sawchuk, of Peachland, B.C., on the Basic Bookkeeping for Small Businesses course

Experts Say Tax Changes Will Hit Business Owners Earning as Little as $50K

VIA: Knowledge Bureau Posted in: Strategic Thinking, knowledge bureau, Evelyn Jacks, Small Business, Canadian tax policy, finance minister, finance canada, tax professionals, CE Summit, Morneau, income tax reform, income tax proposals, income sprinkling, Coalition for Small Business Tax Fairness, CFIB, tax practitioners, passive investment
With the looming Oct. 2 deadline for commentary on proposed tax changes to private corporations, the business community is renewing its call for the federal government to scrap the proposals in favour of a comprehensive tax policy review.

Nearly Two-thirds of Canadians Use Tax-assisted Savings

VIA: Knowledge Bureau Posted in: Strategic Thinking, CRA, knowledge bureau, Canada Revenue Agency, statistics canada, TFSA, Evelyn Jacks, retirement planning, rrsp, master financial advisor, retirement savings, retirement statistics, tax-assisted savings, Registered Retirement Savings Plan, public sector employment, registered savings account, retirement income planning, Estate Services Specialist
More than 65 per cent of Canada’s 14 million households contributed to at least one registered savings account (RPP, RRSP or TFSA) in 2015, according to recently released Statistics Canada data from the 2016 Census.