What to Do When Risk Tolerance is Broken
More market volatility is certain in the aftermath of Brexit and in anticipation of the outcome of the US election. If you really want to help people reach their financial goals, and avoid “bad behavior” because of volatility in the markets, you need to have a broader and more powerful set of tools.
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Better Manage Owner-Manager Compensation Discussions
As a result of recent corporate tax rate changes and adjustments to the taxation of dividends, one of the key issues faced by the owner/manager of a private business is how to best manage his or her compensation to maximize the amount of after-tax income available to the family.
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Brexit: A Time for Trusted Advisors Who Know the Elements of Real Wealth Management to Shine
With the recent Brexit vote and the US presidential election around the corner, markets are volatile. What hasn’t changed, however, is that for most families, taxes continue to be their largest single lifetime expense. As a result, competent wealth managers with a specialization in both taxes and investment management services are in high demand.
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Students in the News: Donald Bieber
We love sharing feedback from our recent graduates. This week we feature the success of Donald Bieber from Sherwood Park, Alberta, who recently graduated from the Tax Planning for Corporate Owner/Managers course.
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