This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?Executor: Tips when preparing to file final returns
Have you agreed to be an executor for a loved one? If so, I just know you want to be ready and informed about what to do when the time comes. When it is time to ‘be’ the executor, over and above the additional tasks you have to do, you could be also faced with the emotions of your loss. For that reason, amongst others, the time to check into what is involved is NOW!
Knowledge Bureau Launches Industry Leading Online Education Portal
National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com. The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.
DAC Acuity 2022: Featuring Insights from Top Canadian Knowledge Experts
New Growing Demographic Requires Business Policy Changes
The 2021 Census has pointed to a growing new demographic advisors must take note of or risk losing a client base that can have significant lifetime value. How well you embrace the transgender or non-binary demographic can make a big difference but it requires unique practice management changes. Here’s what you need to know:
