New Course: Privacy Principles in Business

New Course:  Privacy Principles in Business

Privacy of confidential financial data is an important issue to your clients and no wonder: Statistics Canada says that about 57% of Canadians online reported experiencing a security incident in 2018.  Do you know how to avoid privacy risks that may arise in your business? 

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How Much is Enough

How much is enough?  Winning Advisors: Grit, Determination and Exhilaration

Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies,  introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message:  “Are we too concerned with earning money and not living the good life?” he asked.

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Be the Best you can Be and Be Recognized for it!

Evelyn Jacks was pleased to introduce Lewis Kent, this year’s New Advisor Award winner at the Distinguished Advisor Conference 2021. His incredible and inspirational story, below.  And yes, the search is on for the 2022 winner, who will win a free registration and main stage speaking opportunity at DAC 2022 in Niagara Falls October 16-18.  Check out Lewis’ amazing story:

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Trusts and Control

Most advisors know that everyone should have a will and power of attorneys for property and health. But should everyone have a trust as part of their estate plans?  According to best-selling author Christine Van Cauwenberghe who is also VP, Tax and Estate Planning at IG, trusts are not for everyone. 

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Global Families: Beware the Multi-Million Dollar Tax Traps

Global Families: Beware the Multi Million Dollar Tax Traps

By Terri Williams

What does the great wealth transfer look like post-pandemic and after tax?   The trend may be that sharing money and assets with the next generation will happen sooner rather than later,  according to a recent CIBC survey.

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