All items tagged with: Financial Advisor

Grads in the News: Iqbal Sidhu, DFA – Tax Services Specialist

Posted: January 15, 2019
Posted in: Strategic Thinking, Current Issue , tax preparation, tax filing, distinguished financial advisor, grads in the news, Graduates, DFA - Tax Services Specialist

As a newcomer to Canada, Iqbal Sidhu shares how his Knowledge Bureau education helped him transition into a new career path in professional tax filing as a result of his successful pursuit of the DFA – Tax Services Specialist designation:

Your Feedback Needed: Proposals to Restrict Referral Arrangements

Posted: December 04, 2018
Posted in: Strategic Thinking , Financial Advisor, IFB, Independent Financial Brokers, CSA, Canadian Securities Administration, investment advisor, Client focused reforms, Referral Arrangement Restrictions

The Canadian Securities Administrators (CSA) have proposed restrictions on fees related to referral arrangements. The Independent Financial Brokers of Canada (IFB) wants to better understand the impacts of these proposals and has asked for the participation of financial services professionals in a survey, which is open to both IFB members and others in the financial services industry.

DAC:“The Best Quality CE Credits in Canada”!

Posted: November 20, 2018
Posted in: Strategic Thinking , DAC, tax services specialist, distinguished financial advisor, Puerto Vallarta, DFA, bookkeeping services specialist, DAC 2018, Graduates in the news, grads in the news, DAC 2019

The Distinguished Advisor Conference (DAC) was the best yet in its 15-year history, held in Quebec City last week. Not only were the educational sessions delivered by Canada’s top thought leaders in tax and wealth planning issues; the networking was outstanding. Check out our picture gallery (coming soon!) and this glimpse of comments from those who were there:

Lack of Risk Management Understanding Creates Opportunity

Posted: November 06, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Advisor, investment, poll results, relationship management, risk management, poll, risk assessment, year-end investing, communication strategies, investment advisor

The markets have been experiencing more volatility lately and Knowledge Bureau Report’s October poll has uncovered an important opportunity for wealth advisors within the fray. The majority, 89.01 percent of respondants, told us that Canadians don’t understand their capacity for risk-taking – which is measurable - and this affects their level of risk tolerance when markets fluctuate.

Grads in the News: Frank Arnold, DFA-Tax Services Specialist, MFA

Posted: November 06, 2018
Posted in: Strategic Thinking , master financial advisor, distinguished financial advisor, grads in the news, designates, Gradudate, Graduates, Delegates, Frank Arnold, Planning with Trusts

Frank Arnold of Woodville, Ontario completed Knowledge Bureau’s Use of Trusts in Tax and Estate Planning course while pursuing his Master Financial Advisor - Retirement and Succession Services Specialist credentials. He explained why lifelong learning is essential in the tax and financial services: “I feel that learning never really ends. Rules and legislative changes are created constantly, therefore, giving up on learning means giving up on valuable expertise.”

Graduates in the News: Wayne Blackmere

Posted: October 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax services specialist, distinguished financial advisor, DFA, Graduates in the news, grads in the news, Nancy Folliott, designates, students, Wayne Blackmere, Death of a Taxpayer

“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.