As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
Here at Knowledge Bureau we are absolutely thrilled it’s 2023. We were born in January 2003 and so it’s officially our 20th Anniversary! Please mark your calendar for these 20th Anniversary celebration events – and start participating to win hundreds of dollars in prizes! This month we are celebrating the Marquis Client Award - which is who has taken the most Knowledge Bureau courses.
Investors need to quickly sharpen their tax and financial skills to meet more challenging times ahead, and a good way to start is to find the right advisor says Knowledge Bureau Founder and President Evelyn Jacks, best-selling tax financial author and award-winning educator. That’s someone who is prepared to work with you holistically and with a multi-stakeholder approach to building sustainable family wealth – after taxes, inflation and fees.
The World Economic Forum, which wraps up this week, signaled more gloomy economic news for 2023, more interest rate hikes to come, and a mild recession. For worried investors, retirees and employees, particularly in the tech industry, shoring up new learning opportunities is a good idea. Knowledge Bureau can help with a new series of Specialized Credentials and micro-courses that begins with a solid understanding of a key wealth eroder: TAX.
It’s official! We are on Instagram. Follow us @knowledgebureau1 to find out the latest Knowledge Bureau news, courses and events. Or if there’s anything specific, you’d like to see on this social platform please reach out and let us know.
It’s our 20th Anniversary this year, so we are excited to share contests, promotions and news with you. And quite frankly – we can’t wait to connect directly with you.
There’s an argument to be made with high inflation, a shaky economy and possibly lacklustre returns – that this year is the worst year to retire.
Retirees NEED to know how long their assets are going to last. High inflation makes that tricky as retirees must draw down more income to pay for basics like groceries and gas.
According to a report by Toronto- based research firm Strategic Insight, approximately $1Trillion in personal wealth will change hands by 2026, with roughly 70 percent of that in the form of financial assets. In fact, this is already taking place, as Baby Boomers and Gen X transfer their wealth to Millennials and GenZ.
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Here at Knowledge Bureau we are absolutely thrilled it’s 2023. We were born in January 2003 and so it’s officially our 20th Anniversary! Please mark your calendar for these 20th Anniversary celebration events – and start participating to win hundreds of dollars in prizes! This month we are celebrating the Marquis Client Award - which is who has taken the most Knowledge Bureau courses.
Investors need to quickly sharpen their tax and financial skills to meet more challenging times ahead, and a good way to start is to find the right advisor says Knowledge Bureau Founder and President Evelyn Jacks, best-selling tax financial author and award-winning educator. That’s someone who is prepared to work with you holistically and with a multi-stakeholder approach to building sustainable family wealth – after taxes, inflation and fees.
The World Economic Forum, which wraps up this week, signaled more gloomy economic news for 2023, more interest rate hikes to come, and a mild recession. For worried investors, retirees and employees, particularly in the tech industry, shoring up new learning opportunities is a good idea. Knowledge Bureau can help with a new series of Specialized Credentials and micro-courses that begins with a solid understanding of a key wealth eroder: TAX.
It’s official! We are on Instagram. Follow us @knowledgebureau1 to find out the latest Knowledge Bureau news, courses and events. Or if there’s anything specific, you’d like to see on this social platform please reach out and let us know.
It’s our 20th Anniversary this year, so we are excited to share contests, promotions and news with you. And quite frankly – we can’t wait to connect directly with you.
There’s an argument to be made with high inflation, a shaky economy and possibly lacklustre returns – that this year is the worst year to retire.
Retirees NEED to know how long their assets are going to last. High inflation makes that tricky as retirees must draw down more income to pay for basics like groceries and gas.
According to a report by Toronto- based research firm Strategic Insight, approximately $1Trillion in personal wealth will change hands by 2026, with roughly 70 percent of that in the form of financial assets. In fact, this is already taking place, as Baby Boomers and Gen X transfer their wealth to Millennials and GenZ.
