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All items tagged with: Financial Planning

Knowledge Bureau Designate Highlight: Ellie Jenner

Posted: December 29, 2014
Posted in: Strategic Thinking, Investment & Retirement, Tax Planning , Financial Planning, DFA

Knowledge Bureau Designate Highlight: Ellie Jenner

Evelyn Jacks: Ontario Budget: Tax Planning is Critical for High Earners

Posted: July 17, 2014
Posted in: Breaking News, Tax Planning , Financial Planning, Ontario budget

Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures.

Financial Life Lessons Learned

Posted: June 18, 2014
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , Financial Literacy, Financial Planning

Sharing valuable financial lessons learned is an important way to help the next generation avoid financial pitfalls. Financial Fotographs is a great guide to get the conversation started. Makes a perfect graduation gift!

Financial Fotographs: Just Coffee

Posted: April 24, 2014
Posted in: Your Professional Development, Investment & Retirement , Financial Literacy, Financial Planning

Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.

Grad Spotlight - How the MFA Program Enhanced Joan’s Effectiveness as a Financial Advisor

Posted: March 20, 2014
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement , Financial Planning, master financial advisor

Joan McIvor earned her MFA-Retirement Income Specialist designation with honours in 2012 and has used the knowledge gained from the MFA program to enhance her business. We are pleased to have Joan as one of our distinguished grads.

Financial Fotographs Launches with Success

Posted: February 18, 2014
Posted in: Your Professional Development, Investment & Retirement, Succession & Estate Planning, Tax Planning , Financial Literacy, Financial Planning, Kevin Gebert

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.