All items tagged with: wealth manager

Intergenerational Wealth Transfer: Protecting Family Wealth for the Future

Posted: September 08, 2017 By : Knowledge Bureau
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.

Nine in 10 Business and Financial Pros Oppose Morneau’s Tax Proposals

Posted: September 01, 2017 By : Tamar Satov
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.

Business Community Warns Job Losses, Inflation Would Follow Minimum-Wage Hike

Posted: August 18, 2017 By : Tamar Satov
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

DAC: Think BIG! Don’t Miss The Early Bird Registration – June 30

Posted: June 05, 2014
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.