All items tagged with: investments
Posted in: Strategic Thinking , Financial Literacy, CRA, dividends, investments, trading, knowledge bureau, Evelyn Jacks, income tax, tax courses, bitcoin, tax education, financial education, Real Wealth Manager, interest, capital gains tax, taxation issues, Bitcoin value, Bitcoin trading, tax on digital currency, gold, PayPal tax
“Bitcoin Rush” is all over the news as speculators have tried to get in on the trend which saw skyrocketing values at the end of 2017. But there is a spoiler: gains on trading digital currencies like Bitcoins are subject to taxation in Canada, a liability that must be settled in real dollars.
Posted in: Strategic Thinking , Debt Management, Financial Literacy, Financial Advisor, investments, knowledge bureau, statistics canada, Evelyn Jacks, rrsp, tax courses, retirement planning courses, tax advisor, retirement income, wealth management, doug nelson, financial education, Baby Boomers, year-end planning, retirement plan
According to recent census data from Statistics Canada, the baby boomers continue to live life on their own terms, especially as they approach and surpass the traditional retirement age, but they are working longer, supporting adult children and often they are also in debt. The provides opportunities for interaction with retirement specialists.
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!
Posted in: Strategic Thinking , Tax Planning, Financial Literacy, Financial Advisor, investments, knowledge bureau, Canada Revenue Agency, poll results, TFSA, Evelyn Jacks, federal budget, tax courses, retirement savings, tax changes, financial education, Knowledge Bureau poll, financial courses, poll, october poll, november poll, tax-free savings, taxation
Our October Poll delivered surprising results regarding the demise of The Canada Savings Bond. Most financial professionals polled agreed, indicating that TFSAs are a better alternative. However, it’s clear that some Canadians attribute nostalgic value to CSBs.
Posted in: Strategic Thinking , tax preparation, Debt Management, Tax Planning, Financial Advisor, investments, knowledge bureau, interest rates, Evelyn Jacks, retirement planning, inflation, tax education, CE summits, Distinguished Advisor Workshops, financial courses, financial conferences, Canadian pension, retirement trends, mortgage reduction, earn CE credits
The world has changed dramatically over the last couple of decades—and that requires that tax and financial advisors adapt their strategies for pre-retirees. Recognizing the current economic and societal changes drivers, it appears that debt management, and debt reduction strategies at various life stages, require more attention. This will be a key planning theme at Knowledge Bureau’s upcoming CE Summits.
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, investments, knowledge bureau, Evelyn Jacks, distinguished advisor conference, paul bates, financial services, financial education, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, business development, leadership, wealth manager, insurance advisor, insurance broker, Todd Hynes, ivari, insurance benefits, insurance options
It’s undeniable that the financial advisory and insurance industries will face dramatic changes in the upcoming weeks, months and years. Two distinguished speakers at this year’s Distinguished Advisor Conference (DAC) in Kelowna, November 5 – 8, will challenge you to think about two key issues: people matter in a contentious world and the prescriptive sales process just doesn’t work anymore.