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Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , 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!

Financial Professionals Agree that the Demise of Canada Savings Bond is Appropriate

Posted: October 31, 2017 By : Knowledge Bureau Staff
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.

Advisors’ Approach to Retirement Planning – What’s New?

Posted: October 24, 2017 By : Knowledge Bureau Staff
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.

Proactively Addressing Change in the Financial Services Industry

Posted: October 10, 2017 By : Knowledge Bureau Staff
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.

Weather the Tax-Reform Storm of Complexity at the New CE Summits

Posted: October 10, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Debt Management, CRA, capital gains, Financial Advisor, investments, knowledge bureau, Canada Revenue Agency, statistics canada, Evelyn Jacks, tax courses, ce credits, wealth management, tax changes, tax education, finance canada, tax preparer, tax reform, small business tax, CE summits, tax Canada, Distinguished Advisor Workshops, financial courses, Voluntary Disclosures, family tax credits, tax planning courses, tax season, financial conferences, bookkeeper, Toronto, Winnipeg, Calgary, Vancouver

2018 is destined to be a busy season for Canadian tax preparers and financial advisors who will need to be prepared to assist their clients in addressing the many new tax changes. This year’s CE Summits will help you gain a better understanding of the tax changes that have occurred, and those to come for private business owners and their families, and will allow you to hone the technical skills necessary to effectively address them.