News

All items tagged with: Financial Advisor

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.

Women Make Strides in Financial Services

Posted: October 09, 2018 By : Beth Graddon
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, Small Business, distinguished advisor conference, women in business, entrepreneur, leadership, proprietorship, business owner, female business leaders, women in financial services, Canadian Summit for Women in Financial Planning, Business Buider Retreat, women-owned enterprises

The financial services industry has traditionally been male dominated, but a shift has started to occur, with more emphasis placed upon supporting female growth in this field. Also important, is a new Statistics Canada Report which notes that women-owned service industry businesses are experiencing higher growth rates than those owned by men, which bodes well for female leaders in the tax and financial services.

Graduates in the News – Troy Harrison

Posted: October 09, 2018 By : Knowledge Bureau Writers
Posted in: Strategic Thinking , tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison

Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients.  His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.

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

Posted: September 17, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , 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.