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All items tagged with: investments

Tax and the Bitcoin: Real Money Owing to CRA

Posted: January 09, 2018 By : Knowledge Bureau Staff
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.

Retirement Planning: Make Sure Your Advice Keeps Up with Your Clients

Posted: December 05, 2017 By : Doug Nelson
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.

Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
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!

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.