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All items tagged with: Wealth planning

DAC: The Changing Face of Community–Collaboration with Impact

Posted: March 13, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Tax Planning, Financial Literacy, DAC, Conference, Wealth planning, knowledge bureau, Evelyn Jacks, distinguished advisor conference, online courses, economic policy, demographic needs

DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services.

As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.

Evelyn Jacks: Affluence Is About Managing Cash Flow

Posted: June 05, 2014
Posted in: Breaking News, Tax Planning , Wealth planning

What is wealth? Many people don’t think that "wealthy" describes them or their lifestyle, but to the outside world they may seem quite affluent. Wealth really is more about a state of mind than an actual number.

Evelyn Jacks: Wealth Planning: Canada a Sweet Spot for a Higher Bell Curve

Posted: May 22, 2014
Posted in: Breaking News, Tax Planning , Wealth planning

Lots of great material has been released lately about global and Canadian wealth trends. Three works come to mind as must-reads...

Evelyn Jacks: The Groundhog, the Cupid…and the Link to Wealth Planning

Posted: February 06, 2014
Posted in: Breaking News, Tax Planning , Wealth planning, TFSA, Evelyn Jacks, rrsp

It’s February, and that means that the Groundhog and Cupid vie for our attention. They seem to personify the challenge Canadians have with their fiscal balancing act: the ongoing lure to demonstrate love through wallets, with the fiscal obligations to spend and plan for our futures responsibility.