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All items tagged with: distinguished financial advisor

Grads in the News: Iqbal Sidhu, DFA – Tax Services Specialist

Posted: January 15, 2019
Posted in: Strategic Thinking , tax preparation, tax filing, distinguished financial advisor, grads in the news, Graduates, DFA - Tax Services Specialist

As a newcomer to Canada, Iqbal Sidhu shares how his Knowledge Bureau education helped him transition into a new career path in professional tax filing as a result of his successful pursuit of the DFA – Tax Services Specialist designation:

DAC:“The Best Quality CE Credits in Canada”!

Posted: November 20, 2018
Posted in: Strategic Thinking , DAC, tax services specialist, distinguished financial advisor, Puerto Vallarta, DFA, bookkeeping services specialist, DAC 2018, Graduates in the news, grads in the news, DAC 2019

The Distinguished Advisor Conference (DAC) was the best yet in its 15-year history, held in Quebec City last week. Not only were the educational sessions delivered by Canada’s top thought leaders in tax and wealth planning issues; the networking was outstanding. Check out our picture gallery (coming soon!) and this glimpse of comments from those who were there:

Grads in the News: Frank Arnold, DFA-Tax Services Specialist, MFA

Posted: November 06, 2018
Posted in: Strategic Thinking , master financial advisor, distinguished financial advisor, grads in the news, designates, Gradudate, Graduates, Delegates, Frank Arnold, Planning with Trusts

Frank Arnold of Woodville, Ontario completed Knowledge Bureau’s Use of Trusts in Tax and Estate Planning course while pursuing his Master Financial Advisor - Retirement and Succession Services Specialist credentials. He explained why lifelong learning is essential in the tax and financial services: “I feel that learning never really ends. Rules and legislative changes are created constantly, therefore, giving up on learning means giving up on valuable expertise.”

Graduates in the News: Wayne Blackmere

Posted: October 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax services specialist, distinguished financial advisor, DFA, Graduates in the news, grads in the news, Nancy Folliott, designates, students, Wayne Blackmere, Death of a Taxpayer

“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.

Graduates in the News – Troy Harrison

Posted: October 09, 2018 By : Knowledge Bureau Writers
Posted in: Strategic Thinking , tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison

Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients.  His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.

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

Posted: September 17, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , 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.