The Middle Class Is Shrinking: Your Expert Advice Is Needed

One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.

In 2002, 70 percent of Canadians identified as middle class but today, access to meaningful, equitable work as well as rising housing costs, taxes and transportation costs, and other socio-economic factors have contributed to financial struggles for this majority.

Some tax changes will soon help. The 2017 and 2018 federal budget included certain new provisions. Enhancements to the Canada Child Benefit, the introduction of the Canada Workers Benefit, and programs to address inequality for women and Indigenous people are a few of the government’s initiatives. But Canadians need access to astute tax and financial advisors with the skillsets necessary to help them take advantage of these programs and plan ahead to save in tax-efficient investment accounts, for their future.

There is great opportunity for advisors who are passionate about making a difference in the lives of Canadians who are struggling to obtain-or maintain- a middle-class quality of life. If you’re one of these concerned advisors, this Spring’s CE Summit workshops, offered by Knowledge Bureau in four Canadian cities, can provide the impetus for your personal contribution to financial security in your community.

Several expert panels will guide you through a thought leadership process that focuses on both new knowledge but also the application of new skills to have a greater impact in the financial lives of your clients. Following an agenda that starts with information sessions that breaks down what’s new in 2017-18 in Canada, you’ll also get to dig deep into common tax audit issues, address tax-efficient cross-border strategies, and network and brainstorm with other professionals on the biggest issues affecting the financial stability of Canadians today.

This is your last week to register for the CE Summits! Sign up online, or call 1.866.953.4769 to join tax experts Evelyn Jacks and Dean Smith in Winnipeg on May 29, Calgary on May 30, Vancouver on May 31, or Toronto on June 6 (Evelyn Jacks will be joined by C. Russell Vert at the Toronto event).

Additional educational resources: Can’t attend the Spring CE Summits? Purchase your copy of the resources made available to attendees and hone your skills at home. The Knowledge Journal and access to EverGreen Explanatory Notes are available! Or, study online anytime by registering for a program or course. Save on tuition until June 15, or get a sneak peek at the learning opportunities available by registering for a free trial.

COPYRIGHT OWNED BY KNOWLEDGE BUREAU INC. 2018.
UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED.

Refer a Friend	Research	Calculators	Course Trials