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All items tagged with: distinguished financial advisor

Students Will Owe $30K by Graduation: Debt Management Critical

Posted: September 08, 2017 By : Knowledge Bureau
Posted in: Strategic Thinking , Debt Management, Tax Planning, Financial Advisor, knowledge bureau, TFSA, RESP, rrsp, education savings, distinguished financial advisor, financial education, professional development, post-secondary education, CE Summit, student debt, student loans, CIBC poll, back-to-school, Marcia Elaschuk, consumer debt, reducing debt, debt solutions

Three-quarters (74 per cent) of Canadian post-secondary students believe they will need to supplement their schooling with more training after graduation, despite already spending on average $14,000 each year and expecting to owe $30,000 in debt by the time they complete their current program.

Time to Learn Tax Preparation? Canadian Income Tax is 100 Years Old This Month

Posted: September 08, 2017 VIA: Knowledge Bureau
Posted in: Breaking News, Economic News, Strategic Thinking , Federal Government, taxation, knowledge bureau, Evelyn Jacks, income tax, tax services specialist, distinguished financial advisor, tax education, financial education, tax preparer, Introduction to Personal Tax Preparation, tax reform, post-secondary education, financial services jobs, Canadian income tax, tax Canada, history of tax, history of income tax, Tax Acts, Income Tax Acts, tax preparer course, tax preparer certification, tax career, tax jobs

The 100th anniversary of personal income tax is coming up on September 20! On that day in 1917, The Income War Tax Act received Royal Assent, heralding in the first personal income taxes in Canada. Perhaps it’s high time you tackled the challenge and mastered the tax return and all it’s nuances? It’s an investment that could really pay off for you.

Grad Spotlight - Lucie’s Designation Strengthens Her Business

Posted: March 13, 2014
Posted in: Strategic Thinking, Distinguished Practices, Bookkeeping and Accounting, Tax Planning , distinguished financial advisor

Lucie Hansom earned her DFA-Tax Services Specialist designation in 2012 and in 2013 attended her first Distinguished Advisor Conference. We are pleased to have Lucie as one of our distinguished grads.

Grad Spotlight - How Sophie Stands Out Among the Crowd

Posted: February 26, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning , distinguished advisor conference, distinguished financial advisor

Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.

Grad Spotlight - Margaret Hodgson, DFA-Tax Services Specialist

Posted: February 06, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning , distinguished financial advisor

Earning her DFA-Tax Services Specialist designation in 2007, Margaret Hodgson has been an active alumna of Knowledge Bureau ever since, regularly attending our live Distinguished Advisor Workshops and making the annual trip to the Distinguished Advisor Conference.

Grad Spotlight - How Doris Expanded Her Tax Knowledge Base and Grew Her Business

Posted: January 29, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning , tax services specialist, distinguished financial advisor

Doris Woodman-McMillan earned her DFA-Tax Services Specialist™ designation in 2008, and has been active Knowledge Bureau as a presenter and content beta tester. We are pleased to have Doris as one of our distinguished grads.