Students in the News – Kelly Malloy – Undergraduate
If you are a student at Knowledge Bureau, Kelly Malloy is a name that may sound familiar. She’s with you (literally!) as an undergraduate in the MFA™- Executive Business Growth Specialist designation program. Kelly, who is also the newest member of Knowledge Bureau’s team of Relationship Managers, helps students make decisions about courses and programs to accomplish their career goals; all while she’s enhancing her own training and knowledge.
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RESP: Take Advantage of Tax-Savvy Education Planning
It’s graduation time – such a wonderful moment of achievement for both the students and their parents! Share these essential tips and guidelines about the RESP with new families who are embarking on the savings journey towards a successful education outcome two decades from now. These are excerpted from the newly released Essential Tax Facts, 2019 edition.
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Amy Wawia – MFA™ - Retirement and Succession Services Specialist
Amy is a graduate of the MFA™-Retirement and Succession Services Specialist program in Ontario. Amy had a special motivation for enhancing her education as part of her own succession planning. Her goal is to take over running her step dad’s tax and financial services business. Here’s her story:
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