Tax: The Secret Ingredient to Resilience
Tax knowledge matters. It’s the hot value-add for anyone in the business of providing financial advice. Two new reports highlight why: the tax burden of the average Canadian is significant, and helping your clients understand key tax savings opportunities matters when implementing sound wealth management strategies today.
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Are You an Influential Leader? It’s Quite Possible!
Good leaders are hard to find. It’s a secret ingredient for business and career growth because these skills can help you navigate the significant changes that are occurring in the economy today. Why does it matter? Because you will be better able to grow a highly engaged team for your mutual success. It's the key reason why the Business Builder Retreat (BBR), this November in Puerto Vallarta, is such an important learning opportunity. You’ll be treated to the wisdoms and experience of Knowledge Bureau author of the course Business Leadership, Culture, and Continuity, Joanne Sigurdson who will be joined by 7 other compelling speakers and holistic health practitioners to enlighten you as you build your strategic leadership skills.
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DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist™
Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”
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Recession-Proofing: Economic Resilience Key to Weathering a Potential Storm
With increasing fears of an imminent recession on the horizon, it is useful to remember September 15, 2008. That’s when the fourth largest investment bank in the U.S., Lehman Brothers, applied for the largest bankruptcy filing in U.S. history. It was a shock that exasperated the financial crisis that followed. Does the Canadian economy have the economic resilience to compete powerfully through another dramatic downturn? It’s the heady theme advisors will explore at this year’s Distinguished Advisor Conference, November 10-13 in Puerto Vallarta, together with 19 outstanding thought leaders. Meet them and their interesting topics in this Special Report.
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DAC Delegates in the News - Rosanna Sternat, CPA, CGA
Rosanna Sternat, CPA, CGA has attended the Distinguished Advisor Conference (DAC) for six consecutive years. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.
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