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All items tagged with: distinguished financial advisor

Graduates in the News - Connie Zhu, DFA – Bookkeeping Services Specialist™

Posted: September 17, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , tax preparation, Financial Literacy, bookkeeping course, distinguished financial advisor, financial education, DFA, bookkeeping services specialist, Graduates in the news, Nancy Folliott, Knowledge Bureau graduates, Connie Zhu

"When it comes to education, we are all looking for something different. Knowledge Bureau offers that variety”, states Connie Zhu, of Richmond, BC.

How to Cope with the Mortgage Stress Test

Posted: September 03, 2018 By : Beth Graddon
Posted in: Strategic Thinking , Debt Management, GDP, Bank of canada, Evelyn Jacks, distinguished financial advisor, interest rate, inflation, Real Wealth Manager, stress test, mortgage interest, paying down debt, variable rate, fixed rate, housing affordability, mortage, prescribed interest rate, Canada's Econom, y, Steven Poloz, prime lending rates, Mortgage Professionals of Canada

“How am I going to qualify for the home I want?” That’s the question on the minds of prospective home buyers as a complex real estate market, and stringent mortgage criteria threatens their ownership dreams. Seeking sound financial advice can help.

CRA’s File My Return Misses the Mark

Posted: August 27, 2018 By : Beth Graddon
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, tax credits, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax filing, fixed income, distinguished financial advisor, tax course, income tax returns, tax deadlines, low income, File My Return, electronic filing, efiling, Netfile

Nearly 90 percent of Canadians filed their tax returns online this year. Despite this, low adoption rates show that some of the CRA’s automated programs are missing the mark - at least so far - and may be failing to improve the rates of taxpayer filing delinquency.

Inflation Hits High Point: Continues Upward Trend to 2.5%

Posted: August 21, 2018 By : Evelyn Jacks & Knowledge Bureau Writers
Posted in: Strategic Thinking , Debt Management, knowledge bureau, Canada Revenue Agency, GDP, interest rates, Bank of canada, Evelyn Jacks, distinguished financial advisor, inflation, prescribed interest rates, Real Wealth Manager, steven Polaz, mortgage interest, Canada's economy, prime lending rate, paying down debt, variable rate, fixed rate, housing affordability

Inflation has hit its highest point since February 2012’s 2.6%. It now sits at a lofty 2.5%, and is expected to hold steady until the second half of 2019. Poorly understood, inflation, together with high taxes and rising interest rates, is a great wealth eroder.

Non-Residents in the Family: What’s the CRA’s Take?

Posted: July 17, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, CRA, investments, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Essential Tax Facts, tax filing, tax courses, master financial advisor, distinguished financial advisor, employment insurance, retirement income, tax education, tax return, personal amounts, double taxation, cross-border tax, Canadians abroad, surtax, non-resident, Canadian emigrant, Canadian expatriates, tax treaaty, Canadian immigrants, non-resident tax, world income

Summertime is family time; but it is also the time of year when people prepare for big life changes taking place in the fall. Young adults make plans to work abroad, travel or go to school and empty-nesters journey to warmer climates. However, non-residency comes with tax consequences, so a visit to a tax advisor should be part of your travel preparation.

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.