News

All items tagged with: business owner

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.

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.

Business Leaders: It’s Critical to Continue to Hone Key Skills

Posted: May 01, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, entrepreneur, leadership education, leadership, business growth, business courses, leadership retreat, business builder, courses for small business owners, successful leadership, grow your business

Do you have leadership goals, despite your experience? Do you want to continue to develop as a more effective leader as you grow your career and build your business? There are now three new ways to do so, all in one exciting program.

Small Business Owners Speak Up: Taking Control During Tax Reform Uncertainty

Posted: February 12, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, CRA, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, tax courses, tax changes, financial education, tax reform, entrepreneur, CE summits, tax proposals, business owners, Morneau, online courses, online education, 2018 Budget

Small business owners are taking note: small business tax reforms are here to stay, the news is not good, and they are not happy about it. In fact, some are taking drastic actions, at the peril of Canada’s local economies.

Our Top Posts of 2017: What Are Financial Professionals Reading?

Posted: January 23, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax credits, knowledge bureau, Evelyn Jacks, tax courses, tax changes, income splitting, financial education, tax reform, tax proposals, business owners, Morneau, online courses, small business taxation, online education, 2017, 2017 recap, 2017 news stories, family tax deductions, Parliamentary Budget Officer, cottage, principle residence, reporting property sale

It’s a sign of the times: Knowledge Bureau Report readers were most interested in recent tax news, based on our top five posts revisited here. The proposals to change the tax system for private corporations are of most concern; small wonder, too. Not yet law, Tax on Split Income (TOSI) rules begin January 1, 2018. Principle residence reporting changes are important too. Here’s what mattered most to our readers in 2017:

A Leader’s Role in Change Management

Posted: December 05, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, financial advisors, wealth management, financial services, entrepreneur, thought leadership, business development, leadership tips, tips for entrepreneurs, small business owners, developing your business, authentic leadership, inspiring leadership, future-proof business, influential leadership, business growth, inspiration, disruptors, business leadership, culture, continuity, disruption, change management, aspiration

Last month we discussed the key disruptors leaders need to deal with in building their businesses to the next level. Scaling up is important . . . but what does that mean? What skills do you need to lead your team through dramatic change and get better results? You essentially have two choices: create a culture of compliance or a culture of collaboration.