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A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
October 2024 Poll
October was small business month! Do you think more Canadians today are interested in starting their own businesses?
Tips In Starting a Succession Strategy
Family business succession is the topic at the November Distinguished Advisor Workshop – and it’s an important one – as by the end of this decade it is estimated that over 350,000 business owners will be over the age of 55, and within ten years over half a million business owners will exit their businesses, according to a report in 2013 by CIBC World Markets.
Attorney School Helps to Prepare for Incapacity of Loved Ones
Very few people have any training to help them be the best Powers of Attorney of they can be. Now advisors and their clients can learn how in a half day session hosted by top lawyers in this field.
Evelyn Jacks: How to Postpone Your OAS
As of July 2013, OAS recipients can elect to defer taking their OAS pension for up to five years. This would provide for a larger pension then.
Retirement Income Projections Spur Thought
By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.
The Family Business in Canada: Planning for Succession and Crisis
Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.
