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!
A holistic disruption requires a holistic approach and it’s time for the tax and financial advisory community to collaborate more, not less, to help their clients face the real possibility of recession and increased financial pain in 2023. “It is our role to be sure our clients are prepared for both opportunities and threats,” says Evelyn Jacks, President of Knowledge Bureau and the first keynote speaker at DAC Acuity 2022 in Niagara Falls this past week.
Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023 for their clients as a recession looms, CRA audits and recall of bank loans darken the horizon. At the same, time, however, there has never been a more perfect opportunity to add the highest value as professionals in the accounting, tax, bookkeeping and financial services. Twenty-four outstanding thought leaders made their case for building Velocity in anticipation of their enhanced services this year.
The 2022 Distinguished New Advisor of the Future Award Winner is a 35-year veteran of the financial services industry who has re-engineered his practice to epitomize what it takes to pivot and become the advisor of the future. Doug Buss, of Winnipeg, has 6 staff members at YourStyle Financial and plans to double his assets under management over the next 5 years.
“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations.
Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete what could otherwise be boring topics …. because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”
On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD, on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.
The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.
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?
A holistic disruption requires a holistic approach and it’s time for the tax and financial advisory community to collaborate more, not less, to help their clients face the real possibility of recession and increased financial pain in 2023. “It is our role to be sure our clients are prepared for both opportunities and threats,” says Evelyn Jacks, President of Knowledge Bureau and the first keynote speaker at DAC Acuity 2022 in Niagara Falls this past week.
Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023 for their clients as a recession looms, CRA audits and recall of bank loans darken the horizon. At the same, time, however, there has never been a more perfect opportunity to add the highest value as professionals in the accounting, tax, bookkeeping and financial services. Twenty-four outstanding thought leaders made their case for building Velocity in anticipation of their enhanced services this year.
The 2022 Distinguished New Advisor of the Future Award Winner is a 35-year veteran of the financial services industry who has re-engineered his practice to epitomize what it takes to pivot and become the advisor of the future. Doug Buss, of Winnipeg, has 6 staff members at YourStyle Financial and plans to double his assets under management over the next 5 years.
“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations.
Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete what could otherwise be boring topics …. because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”
On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD, on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.
The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.
