All items in: Strategic Thinking

Insurance Strategies Critical for Owner-Manager Planning

Posted: June 21, 2017
Posted in: Strategic Thinking, Bookkeeping and Accounting
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.

Planning Required: Retirement Savings Shortfall is Enormous

Posted: June 21, 2017
Posted in: Strategic Thinking, Investment & Retirement
The World Economic Forum predicts that a dramatic retirement savings shortfall could hurt citizens in several of the top western nations, including the UK and Canada.(1) They suggest that the gap could be as big as US$428 trillion by 2050.

Will you thrive in this great era of disruption? Attend DAC’17 to find out how

Posted: June 21, 2017
Posted in: Strategic Thinking
Imagine being part of a 3-day think tank devoted to sharing strategies on how to best navigate this challenging, yet exciting era in the tax and financial services. That is the primary reason why our DAC delegates attend the conference year after year. 

People in the News

Posted: June 21, 2017
Posted in: Strategic Thinking
Rick Tomalty: I'm having more meaningful conversations with my clients thanks to Knowledge Bureau

Taxes on Rich Can be Unfair for Everyone

Posted: June 06, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking
In answer to the question posed in Knowledge Bureau’s May opinion poll, professional financial advisors from across Canada agreed by an overwhelming majority—78% to 22%—that top marginal tax rates close to, or over, 50% are not fair.

Education on Pre-Retirement Planning is Critical for Millennials

Posted: June 06, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking
Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation.