All items tagged with: Business Builder Retreat
Posted in: Strategic Thinking , DAC, Human rights, Small Business, disability awareness week, entrepreneur, Business Builder Retreat, business law, Philippe Richer, business owner, business liabilities, accomodating addiction, Executive Business Growth Specialist
Cannabis problems at work? It’s one grey area that remains following Canada’s recent marijuana legalization, and employers need to know their obligations with regard to accommodating employees with addictions. Lawyer Philippe Richer weighs in on this important employment issue, which he says is the single largest area of potential liability for businesses.
Posted in: Strategic Thinking , DAC, self-employed, knowledge bureau, Small Business, business development, leadership, tax courses Evelyn Jacks, Business Builder Retreat, Philippe Richer, business owner, entreprenreur, prorietorship agreement, shareholder agreement, business contract, business investing
It’s critical to operate within safe havens if you are in business today. To mitigate the challenges and issues partners and shareholders in business face during the business-building process, it’s essential to have a contract in place. But many don’t understand the core components before signing on the dotted line.
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, Millennials, leadership, Jonathan Earle, Quebec City, Business Builder Retreat, young advisors, Young Advisor Award, DAC speakers, Lindsay Sawyer Fay, financial services achievement
Young advisors are the future of an industry that’s rapidly transforming, and Knowledge Bureau will be honoring an up-and-coming change-maker at November’s Distinguished Advisor Conference in Quebec City. Nominations for the Distinguished Young Advisor Award are being accepted until August 31, 2018.
Posted in: Strategic Thinking, Distinguished Practices , education, Financial Advisor, compliance, knowledge bureau, Evelyn Jacks, Canadian Securities Administrators, tax courses, tax education, poll, CSA, Know Your Client, regulation, KYC, Know Your Product, KYP, education credentials, credentials for financial advisors, Rel Wealth Management, Distinguished advisor Conference Business Builder Retreat
The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!
Posted in: Strategic Thinking , Financial Literacy, self-employed, knowledge bureau, interest rates, Bank of canada, Evelyn Jacks, tax courses, distinguished financial advisor, Canadian economy, financial education, entrepreneur, Executive Business Builder Program, Business Builder Retreat, labour force, job market, unemployment rate, stephen Polaz, debt and cash flow, business owner
Despite all the doom and gloom reported lately, Canada’s economy is actually growing. All signs point to an increase in Bank of Canada rates later today, as a new Labour Force Study from Statistics Canada indicates that for the month of June, the country’s labour force increased with the creation of 31,800 new jobs. The report also cites increasing self-employment levels.
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, knowledge bureau, relationship management, financial advisors, wealth managers, financial education, CE summits, Executive Business Builder Program, online courses, Business Builder Retreat, holistic wealth management, client-centric strategies, fifnancial advisor studies, future of wealth management, evelyn Jcks
Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.