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All items tagged with: US

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.

USMCA Makes Progress for Aboriginal and Indigenous Inclusivity

Posted: October 09, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Human rights, distinguished advisor conference, Aboriginal people, NAFTA, diversity, trade agreement, DAC speakers, United Nations, USMCA, indigineous people, native Canadians, equality, United Nations Declaration on the Rights of Indigenous Peoples, Senator Mary Jane McCallum

Unfortunately, Senator McCallum has informed us she is unable to attend the Distinguished Advisor Conference this year. Instead we will hear from Dan Collison who will speak to this important topic: YOUR NEW IDEAL CLIENT: How Constructive Listening Helps Engage Culturally Diverse Clients. Check it out and register by October 31!

How Will USMCA Impact Average Canadians?

Posted: October 02, 2018 By : Evelyn Jacks & Beth Graddon
Posted in: Strategic Thinking , Debt Management, interest rates, Bank of canada, Investing, Trudeau, Trump, NAFTA, trade agreement, Canadian dollar, Steven Poloz, dairy industry, free trade, USMCA, United States - Mexico - Canada Agreeement, Canada, United States, dairy import, automotive tariffs, trade tarifs, manufacturing sector

The new NAFTA deal—now called USMCA—will no doubt make positive contributions to the Canadian economy and investors will appreciate the improvement in market uncertainty. But, there are also some points of concern, including impacts to specific sectors and looming interest rate hikes. Plus, a duty-free limit increase that improves ease of holiday shopping, but could have economic repercussions.

DAC Young Advisors Award Winner Announced

Posted: October 02, 2018 By : Knowledge Bureau Writers
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, Young Advisor Award, Christina Fazio, Home Trust, Kristin Ramal

Knowledge Bureau is pleased to announce that Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, Securities Specialist and Qtrade Advisor with Great-West Life and London Life, has been selected as the 2018 winner of the DAC Young Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Quebec City, November 11 - 14.

The Impact to Canada’s Economy if NAFTA Fails

Posted: September 24, 2018 By : Beth Graddon & Evelyn Jacks
Posted in: Strategic Thinking , Debt Management, Financial Literacy, DAC, GDP, Bank of canada, distinguished advisor conference, Canadian economy, interest rate, inflation, financial education, Trudeau, employment rate, Trump, NAFTA, trade agreement, tariffs, job creation, U.S import, U.S. export, manufacturing industry, dairy industry, free trade, United Nations

The NAFTA stalemate is important. Should Canada fail to forge a favourable deal that addresses these issues, the nation’s slow economic growth is likely to face further decline, and Canadians are going to feel the pinch on their pocket books and may, in fact, lose jobs. So what’s holding back a new NAFTA deal? How can you help investors in the meantime?

Advisors, Make a Difference with Impact Investing

Posted: September 24, 2018
Posted in: Strategic Thinking , DAC, distinguished advisor conference, Millennials, DAC speakers, sustainable investing, responsible investing, impact investing, change makers, Toronto finance, Bonnie Foley-Wong

86 percent of Millennials* have an interest in socially responsible investing, and the majority say they would be twice as interested in investing in a stock or fund if it has social responsibility objectives. It’s a trend on the rise, and an important way advisors can make an impact with Millennials and other clients aiming to make a difference.