Evolving Professional Advice: Women to Control Billions by 2028
The financial influence of women in the Canadian economy is on the rise and professional tax and financial advisors need to pay attention to better understand how to best help, in the massive accumulation of wealth taking place, according to a March 2019 report by CIBC Capital Markets *.
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Mark Your Educational Calendar Now
The height of tax season is drawing close. Make a great decision and commit to your off-season education plan now. Train your staff for next year too. Making sure you mark early registration deadlines will save you money. Ask for group discounts when 2 or more enrol Here are the key deadline dates:
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Graduates in the News - Chris Bockstael - MFA™ - Retirement and Succession Services Specialist
Certified Financial Planner (CFP) Chris Bockstael, of OneLife Wealth Management Inc, graduated with an MFA™ – Retirement and Succession Services Specialist designation, based on recommendations from colleagues who indicated that Knowledge Bureau courses were particularly pertinent to financial planning.
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