News

All items tagged with: US

Value-Based Education Matters to Advisors: Invest in Summer Training

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, education, knowledge bureau, Evelyn Jacks, Small Business, tax courses, ce credits, master financial advisor, financial services, entrepreneur, financial advice, leadership, business owners, leadership retreat, leadership course, training, credentials, CPA, Bank Report Card, holistic wealth planning, wealth management strategies

According to this year’s Report Card on Banks from Investment Executive, tax and financial advisors place significant value on professional education, and have increased job satisfaction when ongoing educational opportunities are provided to them by their employers. This comes as no surprise at a time when it’s becoming more important than ever to transition from transactional processes, to holistic advice- and relationship-driven practices.

Solving the Unethical Advisor Dilemma: Higher Standards for Education Credentials Needed

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Distinguished Practices , education, Financial Advisor, compliance, knowledge bureau, Evelyn Jacks, Canadian Securities Administrators, tax courses, tax education, poll, CSA, Know Your Client, regulation, KYC, Know Your Product, KYP, education credentials, credentials for financial advisors, Rel Wealth Management, Distinguished advisor Conference Business Builder Retreat

The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!

Consumer Woes: New Surtax hits Cross-Border Shoppers, While Interest Rates Rise

Posted: July 10, 2018 By: Evelyn Jacks By :
Posted in: Strategic Thinking , Debt Management, Financial Literacy, knowledge bureau, Evelyn Jacks, financial education, online courses, budgeting, US tax, NAFTA, Canada's competitiveness, trade agreement, buy Canadian, Canadian-made food, "Trump-free", Canadian dollar, Canadian agriculture, grocery budget, cross-border shopping, duties and taxes, US exemption limits, surtax, tariffs, Canadian economyu

Canadians spend anywhere from $4.7 to $8 Billion on cross-border shopping and if you spent the July long weekend looking for bargains in the U.S. you may have had an unpleasant surprise:  despite the loonie holding some ground against US currency, a new 10% surtax on certain consumer goods came into effective July 1, when if you exceeded your exemption limit.

Despite Obstacles, Canada’s Growing Labour Force Points to Strong Economy

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, self-employed, knowledge bureau, interest rates, Bank of canada, Evelyn Jacks, tax courses, distinguished financial advisor, Canadian economy, financial education, entrepreneur, Executive Business Builder Program, Business Builder Retreat, labour force, job market, unemployment rate, stephen Polaz, debt and cash flow, business owner

Despite all the doom and gloom reported lately, Canada’s economy is actually growing. All signs point to an increase in Bank of Canada rates later today, as a new Labour Force Study from Statistics Canada indicates that for the month of June, the country’s labour force increased with the creation of 31,800 new jobs. The report also cites increasing self-employment levels.

Succession Planning: The Legalities Business Owners Need to Know

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , self-employed, knowledge bureau, succession planning, Evelyn Jacks, leadership courses, Executive Business Builder Program, business builders, transitioning a business, business law, Philippe Richer, buying a business, leadership decisions, online law courses, employee rights, selling a business, incorporation

Succession planning hinges on sound leadership development and astute forward-thinking, but there are also legal factors to consider. This week, Philippe Richer, author of Knowledge Bureau’s new Business Law certificate course in the Executive Business Builder Program, shares some important legal considerations for transitioning or selling your business. Philippe will also join us as a special guest lecturer at the new Business Builder Retreat.

Small Businesses in Canada are Growing: Take the Leap into Entrepreneurship!

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , self-employed, knowledge bureau, Evelyn Jacks, Small Business, entrepreneur, CE summits, proprietorships, Executive Business Builder Program, business growth, Canadian conferences, starting a business, leadership development, leadership retreat, Executive Busisness Builder Retreat, Paynet, business debt

Despite trends leaning towards an increase in self-employment over the next few years, the current state of the economy has some Canadians questioning whether it’s the smart financial choice for them. According to a new report from Paynet’s Canadian Small Business Lending Index, the potential for private business growth is positive, making self-employment a smart choice for those considering taking the leap.