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All items tagged with: wealth management

New and Available in January! Defusing the Family Business Time Bomb

Posted: January 08, 2019
Posted in: Strategic Thinking , Real Wealth Management, small business, succession planning, Evelyn Jacks, family business, leadership, family wealth, Jenifer Bartman, Defusing the Family Business Time Bomb, business book, tax book

A new book by Jenifer Bartman and Evelyn Jacks will be released next week by Knowledge Bureau. It addresses a common family secret that plagues millions of Canadians from coast to coast: what to do with the family business time bomb at a time when boomers are contemplating retirement.

High-Net-Worth Clients: Opportunities in Wealth Management Services

Posted: October 23, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Real Wealth Management, High Net Worth, wealth management, 1%, Capgemini Report, risk assessment, client retention, relationship mangement

These are interesting times for wealth advisors, amidst new fall volatility*. While High-Net-Worth (HNW) clients around the world enjoyed investment returns of over 20 percent for the second year in a row, increases in satisfaction levels did not correlate with increased returns. This is especially true in Canada.

Graduates in the News: Stefanie Keller, RWM™

Posted: September 24, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, financial education, Real Wealth Manager, testimonial, Stefanie Keller, Graduates in the news, holistic financial planning

“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.

Strategy and Process: Giving Good Advice Demands Both

Posted: September 17, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Tax Specialist, tax compliance, holistic wealth management, holistic tax planning, financial analysis

Tax specialists add tremendous value over and above the role of a traditional tax preparer. Rather than just calculating and filing the annual return, they offer holistic tax planning advice to reduce a family’s overall tax liability over the long run. They certainly use their knowledge, experience and skills to maximize refundable and non-refundable tax credits in the short term; but their long-term role is deeper and broader.

Train for Work in the New Economy: Tax Advice vs Tax Preparation

Posted: September 10, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, tax filing, tax advisor, financial education, CE summits, financial advice, robo-advisors, Know Your Client, client-centric strategies, holistic financial planning, tax specialists

What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?

Thought Leadership from an Olympian: Workplace Diversity and Inclusion

Posted: August 21, 2018 By : Knowledge Bureau Staff Writers
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?