All items tagged with: Real Wealth Manager
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, financial education, Real Wealth Manager, testimonial, Stefanie Keller, Graduates in the news, holistic financial planning
“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.
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.
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.
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, gen y, gen x, Real Wealth Manager, Millennials, holistic advice, insurance advisor, ivari, newcomers to canada, DAC speakers, Helene Chatelain, DAC activities
Millennials – rather than boomers - are rocking the retirement planning landscape. But they’re leaving a lot of money on the table because they favour DIY approaches that don’t pay off. This demographic can benefit from professional advice; the challenge is engaging them.
Posted in: Strategic Thinking , Debt Management, knowledge bureau, Canada Revenue Agency, GDP, interest rates, Bank of canada, Evelyn Jacks, distinguished financial advisor, inflation, prescribed interest rates, Real Wealth Manager, steven Polaz, mortgage interest, Canada's economy, prime lending rate, paying down debt, variable rate, fixed rate, housing affordability
Inflation has hit its highest point since February 2012’s 2.6%. It now sits at a lofty 2.5%, and is expected to hold steady until the second half of 2019. Poorly understood, inflation, together with high taxes and rising interest rates, is a great wealth eroder.
Posted in: Strategic Thinking , seniors, investment, knowledge bureau, Canada Pension Plan, Evelyn Jacks, retirement income, public pension, Real Wealth Manager, old age benefits, income planning, Quebec Pension Plan, deferring CPP, CPP enhancements, maximum pensionable earnings, tax-efficient retirement income, Stefanie Keller
Will the CPP be enough to provide security in retirement? That’s a big question for many who face higher premiums for the mandatory plan starting in January of 2019. But to get the most out of your CPP, it pays to get some professional advice.