May 2025 Poll
Does the Liberal 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?Canada in Top Five for Pension Fund Assets
Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?
Life Purpose: Ideas vs Execution
“Ideas are a commodity. Execution of them is not.”
—Michael Dell, founder & CEO, Dell Technologies
13 Reasons to Attend the Distinguished Advisor Conference Nov. 5-8 in Kelowna
Plus, find out who the lucky winners are to the DAC trivia contest!
Thought Leaders: What Characteristic Should Every Entrepreneur Possess?
Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.
How Can Advisors Address Canada’s Debt Issue?
The Bank of Canada’s interest rate hike this month and the increase of prime rates by the big banks have made effective debt management even more important for Canadians.
People in the News
Ottawa-based financial professional Marc Ouellet has this to say about Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning course
