Virtual Bookshelf
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Our Courses
INTEGRIS is an authorized educational partner of Knowledge Bureau
$895
Knowledge Bureau
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a powerful tool to deal with wealth succession, business succession, and tax optimization within a corporate environment.
$895
Knowledge Bureau
This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
$895
Knowledge Bureau
This course marries tax and financial planning competencies in order to help clients adequately fund tax-efficient income requirements by accumulating, growing, preserving and transitioning wealth through three phases of retirement—pre-retirement, in-retirement and post-retirement.
This course allows advisors to develop a consistent process for multi-generational planning that looks at tax efficiency of both income and capital left for spouses and heirs, using cutting edge tools to predict how sustainable savings will be and what can be done through income averaging, income splitting and tax deferral.
$895
Knowledge Bureau
This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.
$895
Knowledge Bureau
This course reviews the measurement and calculation of risk and return from the perspective of clients who are now living longer lives. Largely due to advances in preventing heart disease, more awareness, and healthy lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90s. As a result, retirement income planning is a much longer process in which a focus on continued accumulation and investing is as important as the tax-efficient withdrawal of funds. Capital must be preserved at the same time.
$895
Knowledge Bureau
This course provides a detailed primer in the subject area featuring common true to life scenarios because every financial advisor who discusses tax, financial or investment plans with clients should have a basic understanding of the taxation of trusts in order to discuss estate planning options with clients.
$895
Smith Consulting
This course will give you a solid understanding of The Smith Manoeuvre tax-deductible mortgage strategy and how it can help your clients not only generate personal wealth from their mortgage but can also significantly augment the growth of your client’s Personal Pension Plan and corporation.
INTEGRIS is an authorized educational partner of Knowledge Bureau. Knowledge Bureau™ provides the best experience towards learning, navigating and understanding pension & estate planning.
Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada. Their world-class education solutions are innovative, informative, and in-depth, with a multi-disciplinary approach to professional development in the tax, accounting, bookkeeping and financial services.