All items tagged with: Real Wealth Manager
Posted in: Strategic Thinking , Financial Literacy, CRA, dividends, investments, trading, knowledge bureau, Evelyn Jacks, income tax, tax courses, bitcoin, tax education, financial education, Real Wealth Manager, interest, capital gains tax, taxation issues, Bitcoin value, Bitcoin trading, tax on digital currency, gold, PayPal tax
“Bitcoin Rush” is all over the news as speculators have tried to get in on the trend which saw skyrocketing values at the end of 2017. But there is a spoiler: gains on trading digital currencies like Bitcoins are subject to taxation in Canada, a liability that must be settled in real dollars.
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, Small Business, tax courses, bookkeeping courses, financial education, Real Wealth Manager, entrepreneur, CE summits, career growth, Executive Business Builder Program, career development, Joanne Sigurdson, online education, employee, courses for entrepreneurs, New Year’s Resolutions, choosing a new career path, Business leadership course, Bookkeeping for Small Business
When setting your career-related New Year’s resolutions, it’s important to ask yourself a key question: “Do I see myself as an employee or an entrepreneur?”
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, retirement planning, tax courses, financial education, Real Wealth Manager, self-employment, retirement statistics, Executive Business Builder Program, online courses, entrepreneurs, employment opportunities, Labour in Canada, Labour Statistics, employment rates in Canada, starting your own business
Last month Statistics Canada released a report titled “Labour in Canada,” citing statistics from the 2016 census. Employment rates, average earning potential, part-time work trends, and the number of older workers still in the workforce all point to promising opportunities for employment in the tax and financial services industries especially, which offer high earning potential for this demographic.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, tax courses, wealth management, tax education, financial education, Real Wealth Manager, entrepreneur, thought leadership, leadership courses, Executive Business Builder Program, adult education, financial courses, online courses, adult learning, financial literacy month, Malcolm Knowles, leadership training
November is financial literacy month, and it’s the perfect time to take advantage of educational opportunities before Knowledge Bureau’s December 15 registration deadline for Designation Programs.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, rrsp, financial advisors, Canadian economy, wealth management, wealth managers, tax education, financial education, value proposition, high-net-worth clients, Real Wealth Manager Program, World Wealth Report, millionaires, investment success, stock market, investment returns, portfolios
There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.
Posted in: Strategic Thinking , Real Wealth Management, Tax Planning, Financial Literacy, Estate Planning, Financial Advisor, knowledge bureau, relationship management, succession planning, Evelyn Jacks, trusts, wealth transfer, inheritance, financial education, Millennials, Baby Boomers, high-net-worth clients, family wealth, intergenerational issues, intergenerational wealth transfer, asset management, investment plans, loan agreements, heirs, Generation Y, Real Wealth Manager Program, financial course
It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.