All items tagged with: distinguished advisor conference
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.
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!
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.
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?
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.
Posted in: Strategic Thinking , DAC, distinguished advisor conference, Cross Border Tax, Canadian economy, snowbirds, finance canada, tax reform, Morneau, business tax, Dean Smith, Canada's competitiveness, Canadians abroad, U.S. tax reform, Jack Mintz, capital deductions, U.S. economy, working in the U.S.
Data from a recent PwC study shows that the economic repercussions of Canada’s increasing lack of competitiveness due to U.S. tax reforms, could be ten times greater than the fallout from a NAFTA termination. If you work with business owner clients, expect to be asked about the granular details of the incentives.