Keep Above Board with Real Estate Investments
The CRA recently released a notice that warns Canadians to be on the lookout for real estate investment schemes that promise a significant tax write-off—more than double what you invest. But the old adage rings true: if it sounds too good to be true, it probably is. If you have a client approach you about a great real estate investment, here’s what you need to know to provide them with sound, financial advice:
Read More
Save 10% on Tuition When You Study Online with a Buddy
Mentorship matters, and online studies offer a great opportunity for you to encourage the continuing development of your hard-working tax or financial services team. To support you in your business development pursuits, Knowledge Bureau is introducing a new “Study With a Buddy” enrolment offer.
Read More
Graduates in the News – Jim Gunn, CFP, RWM™
Knowledge Bureau graduate Jim Gunn of Ontario pursued his Real Wealth Management (RWM™) designation to complement his other credentials, which including CFP, RRC, CEA, CPCA, and Insurance Broker. His goal in obtaining his RWM™ was to help his diverse client-base with niche issues using a holistic approach while building trust and delivering value. Here’s his story:
Read More
Mark Your Calendar: RSVP by June 15 for DAC, Fall CE Summits
The early bird registration deadline for the 2019 Distinguished Advisor Conference in Puerto Vallarta is coming up on June 15. Be sure to check out the outstanding guest speaker list who will address the theme: Powerful Competition: The Secret to Economic Resilience.
Read More
Help & Contact: 1 866 953 4769
