All items in: Breaking News

Post-Budget Hot Topics: Discuss the Home Buyers’ Plan Now

Posted: March 26, 2019 By : Christine Steendam
Posted in: Breaking News, Economic News, Strategic Thinking, federal budget, financial education, Federal Budget 2019, Budget 2019, Stock Options, Mutual Funds, Home Buyers' Plan, first-time home buyers
The March 19, 2019 federal budget was released last week, and along with it came a few hot topics advisors should consider discussing with clients now. After all, proposed changes to the Home Buyers’ Plan, stock options, and mutual funds will affect Canadians and their wealth management strategies in the coming years. In this edition of KBR, we’ll take a deeper dive on the RRSP’s Home Buyers’ Plan.

CRA’s Quarterly Prescribed Interest Rate Increases: Avoid Late Filing Penalties

Posted: March 26, 2019 By : Walter Harder & Beth Graddon
Posted in: Breaking News, Strategic Thinking, CRA, tax filing, interest rate, CRA penalties, personal income tax, late filing penalties, interest on overdue taxes, prescribed interest rate
While the CRA has not yet announced the prescribed interest rate for the second quarter (April to June) in 2019, the rate is actually set by the average rate of three-month treasury bills in the first month of the preceding quarter, rounded to the next whole percentage point. Here’s what you need to know:

Amplify Your Practice: New CE Learning Modules for Advisors

Posted: March 12, 2019
Posted in: Breaking News, News from the Bench, Strategic Thinking, ce credits, tax education, online education, Sunlife, Tax in Practice, Sunlife Financial, CE Modules
Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.

CE Summit Delegates in the News: Ruth Horst

Posted: January 08, 2019
Posted in: Breaking News, Finance Canada News, Strategic Thinking, CE summits, tax workshops, income tax filing, advanced personal tax update, Delegates, Delegates in the News, Liberty Tax, Ruth Horst
Ruth Horst from Hamilton, Ontario specializes in personal income tax filing and, as the early-bird registration deadline for this year’s CE Summit personal income tax update draws near, she shares how these workshops have provided important benefits to her role.

New Gift Planning Designation for Advisors

Posted: September 24, 2018 By : Knowledge Bureau Writers
Posted in: Breaking News, Practice Management, Strategic Thinking, Strategic Philanthropy, charitable giving, charitable donations, Donations Savings Calculator, tax deductions, financial education, philanthropy, donations, The Canadian Association of Gift Planners, CAGP, Spire Philanthropy
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce their collaboration to introduce a new professional designation for the financial services sector. The MFA™ Strategic Philanthropic Services Specialist designation will denote specialized professional credentials to develop plans for individuals and families interested in strategic philanthropy.

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Posted: September 19, 2017 By : Knowledge Bureau
Posted in: Breaking News, Practice Management, Strategic Thinking, knowledge bureau, Evelyn Jacks, professional development, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Network, Executive Business Builders Program, career growth, business development, EBBP, future-proof careers
Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.