All items tagged with: entrepreneur
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 , President - Knowledge Bureau, self-employed, Evelyn Jacks, proprietorship taxes, Canadian economy, entrepreneur, proprietorship, gig economy, freelance, moonlighting, business leader, tax for self employed, tax prearation, Canadian workforce
Traditionally, 85 percent of Canada’s workforce has consisted of the employed. But that’s about to change: 45 percent of Canada’s workforce will be “on demand” or “freelancing” by 2020 *. This is a continuation of an upward trend that started with the financial crisis of 2008. This also means an increasing number of Canadians need to revisit what kind of tax and financial planning they should be doing.
Posted in: Strategic Thinking , Debt Management, Financial Literacy, self-employed, Evelyn Jacks, mortgage, entrepreneur, mortgage down payment, mortgage lenders, proprietor, qualifying for a mortgage, self-employed mortgage, Canadian Mortgage and Housing Corporation, CMHC, applying for a mortgage, Proof of Income Statement
Single, self-employed Canadians have struggled with mortgage lending requirements for many years. But that’s all about to get easier starting on October 1, as new guidelines will improve borrowing eligibility of current or aspiring proprietors.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, knowledge bureau, Evelyn Jacks, bookkeeping course, ce credits, tax education, financial education, entrepreneur, online education, Bookkeeping for Small Business, Nancy Folliott, financial statements
Entrepreneur Lilian da Silva of Cambridge, Ontario is a recent graduate of two Knowledge Bureau’s courses, Bookkeeping for Small Business and Advanced Payroll for Small Business. She is so excited about her future, and ready to start her third course for her first diploma. Here’s her story:
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, gender equality, relationship management, Evelyn Jacks, distinguished advisor conference, Liberal government, Morneau, immigration, Federal Budget 2018, diversity, holistic wealth management, inclusion, female entrepreneurs, DAC speakers, DAC 2018, Caroline Ouellette
Addressing workplace diversity and inclusion is a core approach for achieving the higher standards of care demanded of today’s tax consultants and financial advisors. But what does it take to rise above our “Canadian Privilege” to achieve better results for a changing demographic landscape in your advisory practice?
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.