This Month’s Poll
Do you enjoy reading breaking tax and financial news in Knowledge Report? Please tell us why/why not?Worth Thinking About: Three Components to Success
In this new feature, Knowledge Bureau President, Evelyn Jacks, brings perspective to Real Wealth Management.
Continuity Planning with Business Owners for an Innovation Economy
The Federal Budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. With so many businesses poised to change hands soon, advisors must be thinking about preparing the next generation of leaders for the new economy, despite disruptive trends and significant tax changes. The continuity, and even survival, of these companies could depend on your help.
Deadline May 31: Enter the Distinguished Advisors Awards!
Are you a distinguished advisor in your industry? If so, be sure to enter two prestigious awards to be announced at the DAC in beautiful Kelowna, Nov. 5-8 this year.
Financial Trivia Question: Distinguished Advisor Conference - Nov. 5-8 in Kelowna, British Columbia
It’s time once again for our skill-testing financial trivia contest. This is your chance to win a free registration to DAC, November 5-8 in spectacular Kelowna, BC, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change. Here’s April’s question:
People in the News
Ellie Jenner, DFA - Tax Services Specialist™, Alberta: Designation that makes you to feel confident in the tax and investment advice you give to clients. It is important for Investment Advisors to have tax knowledge.
Life Purpose
"If you have much, give of your wealth; if you have little, give of your heart." Arabic Proverb
