All items in: Strategic Thinking

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Posted: September 19, 2017 By : Knowledge Bureau
Posted in: Breaking News, Practice Management, Strategic Thinking, Current Issue, 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.

How Can Advisors Address Canada’s Debt Issue?

Posted: September 19, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking, Current Issue
The Bank of Canada’s interest rate hike this month and the increase of prime rates by the big banks have made effective debt management even more important for Canadians.

People in the News

Posted: September 19, 2017
Posted in: Strategic Thinking, Current Issue
Ottawa-based financial professional Marc Ouellet has this to say about Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning course

Changes to Corporate Income-Splitting Rules Could Hurt Women and Families

Posted: September 08, 2017 By : Evelyn Jacks, MFA, DFA-Tax Services Specialist
Posted in: Strategic Thinking, Federal Government, dividends, knowledge bureau, Evelyn Jacks, income tax, Small Business, distinguished advisor conference, income splitting, finance canada, financial education, entrepreneur, post-secondary education, CE summits, Canadian income tax, Morneau, gender inequality, gender issues, women and families, taxation of private corporations, feminism, income tax reform, tax planning strategy, gender statistics, income tax proposals, tax for stay-at-home parents
Finance Canada’s controversial proposals on the taxation of private corporations, which require comments on the changes by October 2, will potentially affect businesspeople of all income levels, from all walks of life, who serve and employ Canadians in their hometowns across Canada. However, they will also affect families and, in particular, women.

Students Will Owe $30K by Graduation: Debt Management Critical

Posted: September 08, 2017 By : Knowledge Bureau
Posted in: Strategic Thinking, Debt Management, Tax Planning, Financial Advisor, knowledge bureau, TFSA, RESP, rrsp, education savings, distinguished financial advisor, financial education, professional development, post-secondary education, CE Summit, student debt, student loans, CIBC poll, back-to-school, Marcia Elaschuk, consumer debt, reducing debt, debt solutions
Three-quarters (74 per cent) of Canadian post-secondary students believe they will need to supplement their schooling with more training after graduation, despite already spending on average $14,000 each year and expecting to owe $30,000 in debt by the time they complete their current program.