A Challenge for New Clients: How to Choose a Trusted Advisor
If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:DAC 2013: Scott Mackenzie – Re-connecting with the Do-It-Yourself Investor
It matters that you have an advisor at your side. That’s the message we want our clients to receive . . . the right advice is absolutely worth the fee.
Power of Attorney: The 8-Step Process You Need to Know
Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. If you have agreed to be a Power of Attorney, prepare yourself early by learning the 8 steps you need to know. Join us in Calgary for Attorney School, August 29, 2013 for only $99.
Ignore the Bull: Plan Your Own Path to Financial Independence
Research has proven...you will be happier and more successful on your own terms, not someone else’s. Learn to approach your financial affairs with much more passion and a lot less bull! Get Managing the Bull – Buy 3, Get 1 Free.
Ensure Tax Planning Begins Right at the Primary Source of Wealth Creation
Become a more astute compliance manager to ensure payroll is more than simply accurate with Advanced Payroll – updated for 2013. Enrol by July 23 and save $200.
Corporate Tax Bootcamp Featured Speaker: Larry Frostiak
Knowledge Bureau author and speaker, Larry Frostiak, will be joining the Distinguished Advisor Workshop tour this November as a featured speaker for the Corporate Tax Bootcamp, November 1-6 in a city near year.
Building Wealth for Retirement: What’s the Right Choice?
The Registered vs Non-Registered Savings Calculator let you see at a glance how your saving will accumulate over time based on your current savings balance and your plan for periodic deposits. The calculator shows the results in a non-registered savings account as well as in a registered savings account such as an RRSP or TFSA as well as the future value of the accumulated deposits.
