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All items tagged with: Financial Advisor

Graduates in the News - Connie Zhu, DFA – Bookkeeping Services Specialist™

Posted: September 17, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , tax preparation, Financial Literacy, bookkeeping course, distinguished financial advisor, financial education, DFA, bookkeeping services specialist, Graduates in the news, Nancy Folliott, Knowledge Bureau graduates, Connie Zhu

"When it comes to education, we are all looking for something different. Knowledge Bureau offers that variety”, states Connie Zhu, of Richmond, BC.

Cash Flow Crunch: Managing the September 15 Tax Instalment

Posted: September 10, 2018 By : Walter Harder & Beth Graddon
Posted in: Strategic Thinking , Financial Literacy, CRA, Financial Advisor, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, tax penalties, tax instalments, tax literacy, tax education, prescribed interest rates, Walter Harder, unpaid taxes, tax payment, taxes due

The September 15 instalment deadline is looming. Many dread yet another payment to the CRA; after all, it seems like only yesterday that personal and business taxes due over the spring and summer were paid! Now is the time for tax and financial professionals to contact clients, estimate taxes owing for 2018, and navigate through taxing times if there is a cash flow crunch.

An Advisor’s Duty: Protecting Seniors and Supporting Caregivers

Posted: September 10, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , elder abuse, long-term care, Evelyn Jacks, Family Caregiver Amount, retirement planning, distinguished advisor conference, tax planning for financial advisors, family caregiver, tax advisors, DAC speakers, senior care, health care, advocacy

Resources for family caregivers in Canada are improving— a necessity, considering three in ten people over the age of fifteen have taken on the responsibility of caring for a family member, according to a 2012 Statistics Canada report.* However, the Employment Insurance Family Caregiver Benefit and the Canada Caregiver Credit continue to be underutilized and poorly understood.

Graduates in the News: Ian Wood, MFA, RWM

Posted: September 10, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, Evelyn Jacks, ce credits, master financial advisor, Real Wealth Manager, CE summits, online courses, online education, testimonial, Graduates in the news, Knowledge Bureau graduate, Nancy Folliott, Ian Wood

Ian Wood, Assistant Vice President, Business Development, at Cardinal Capital Management, Winnipeg, is a graduate of Knowledge Bureau’s Master Financial Advisor (MFA™) and Real Wealth Manager (RWM™) programs. He says that his Knowledge Bureau education has helped him differentiate himself from his competitors, by providing him with a more detailed understanding of tax and financial planning topics. Here’s his story.

Train for Work in the New Economy: Tax Advice vs Tax Preparation

Posted: September 10, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, tax filing, tax advisor, financial education, CE summits, financial advice, robo-advisors, Know Your Client, client-centric strategies, holistic financial planning, tax specialists

What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?

How to Cope with the Mortgage Stress Test

Posted: September 03, 2018 By : Beth Graddon
Posted in: Strategic Thinking , Debt Management, GDP, Bank of canada, Evelyn Jacks, distinguished financial advisor, interest rate, inflation, Real Wealth Manager, stress test, mortgage interest, paying down debt, variable rate, fixed rate, housing affordability, mortage, prescribed interest rate, Canada's Econom, y, Steven Poloz, prime lending rates, Mortgage Professionals of Canada

“How am I going to qualify for the home I want?” That’s the question on the minds of prospective home buyers as a complex real estate market, and stringent mortgage criteria threatens their ownership dreams. Seeking sound financial advice can help.