All items tagged with: wealth manager
Posted in: Strategic Thinking , Real Wealth Management, Tax Planning, Financial Literacy, Estate Planning, Financial Advisor, knowledge bureau, relationship management, succession planning, Evelyn Jacks, trusts, wealth transfer, inheritance, financial education, Millennials, Baby Boomers, high-net-worth clients, family wealth, intergenerational issues, intergenerational wealth transfer, asset management, investment plans, loan agreements, heirs, Generation Y, Real Wealth Manager Program, financial course
It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.
Posted in: Strategic Thinking , Federal Government, Financial Advisor, taxation, knowledge bureau, Evelyn Jacks, income tax, tax evasion, Small Business, Canadian economy, financial education, tax preparer, tax reform, proprietorship, financial planner, wealth manager, proposed tax changes, tax regulation, tax regime, Canadian small business, private business, business owners, tax in Canada, standards of living
Accountants, bookkeepers, financial advisors and business leaders are joining the chorus of dissent against Ottawa’s proposed tax changes affecting private corporations, warning of dire consequences to the Canadian economy if implemented, a Knowledge Bureau survey finds.
Posted in: Strategic Thinking , small business, Canadian economy, inflation, jobs, minimum wage, Bill 148, Real Wealth Manager, RWM
Last month, Knowledge Bureau issued the results of a poll indicating that financial professionals are firmly divided on the prospect of $15-an-hour minimum wage. Now the business community is having a similar debate
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, financial advisors, wealth managers, tax advisors
Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.