Additional Services

Find the service that best suits your business needs here. To request services or for more information, please complete the appropriate request form. The Arete intake team will complete the booking and connect you with the session provider.

Note: While services listed in this section are not included in the cost of other Arete programs (additional fees apply), Arete clients receive preferred pricing. 

Advanced Payroll for Small Business

Advanced Payroll for Small Business

An incorrect approach to the technical side of payroll poses a risk to both employers and their employees: it can cost them money, cause them to incur penalties with the Canada Revenue Agency or worse—face legal ramifications. Advanced Payroll will help you become a more astute compliance manager that prepares accurate payroll, understands the necessary requirements of an employer (federally and provincially) and who can meet the demands of an evolving digital workforce.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Advanced Payroll for Small Business Request Form

Antiracism—Understanding Microaggressions and Fragility

Antiracism—Understanding Microaggressions and Fragility

Understanding and uprooting racism and inequality in ourselves, our workplaces and society takes effort, discovery and awareness. Learning about microaggressions and fragility supports an environment of anti-racism. Join us as we explore microaggressions, what they are and how to respond if you hear them or are subject to them. What is your reaction if you are called out for these behaviours? Understand how fragility might be playing a role and how to respond if you are called out for a microaggression.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Antiracism Request Form

Bookkeeping in a Digital World

Bookkeeping in a Digital World

This introductory course is ideal for professionals in bookkeeping, tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for bookkeepers who may know how to operate the software but have not taken a theoretical accounting course.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Bookkeeping in a Digital World Request Form

Budgeting and Forecasting

Budgeting and Forecasting

This course in the Bookkeeping Services Specialist designation program is ideal for bookkeeping, tax and financial service professionals to gain the skills needed to assist or direct the budgeting process. The course contains references to IFRS and ASPE as well as an updated QuickBooks example.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Budgeting and Forecasting Request Form

Building a Sustainable Business Model

Building a Sustainable Business Model

This module focuses on the importance of building a business model that is sound and sustainable. This includes discussion around why having a strong business model is critical in scaling up your business, and how to build out the model through the structure of your organization and the incorporation of systems and processes. You will also learn how having a well constructed business model adds real value to your business and equity over time.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Building a Sustainable Business Model Request Form

Building an Employee Experience Strategy

Building an Employee Experience Strategy

An effective employee experience strategy builds a culture where health, safety and productivity are an intentional part of the everyday culture. This can create a workplace experience where every employee walks into work with purpose—empowered, energized, safe and confident to handle whatever comes their way. It is imperative for organizations to be aware of the factors that charge and drain their employees. This webinar will cover the foundational elements of an employee experience strategy, six barriers organizations need to address, and where they can start today.

Details

  • Audience: Leaders
  • Delivery: Webinar
  • Length: 60 or 90 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
Webinar (60 min):    $3,500*
Webinar (90 min):    $5,000*
Standard Pricing
Webinar (60 min):    $4,000*
Webinar (90 min):    $5,500*

*Plus Applicable Taxes

Building an Employee Experience Strategy Request Form

Building Business Plans

Building Business Plans

Business leaders tend to become so immersed in working within their companies that they do not take the time to plan effectively. This situation can be problematic for many reasons, including a lack of organization, focus and financial success. Since external parties, such as financial partners and investors, have specific expectations concerning business planning, it can often be challenging to support growth plans and transactions without the right preparation in place.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Building Business Plans Request Form

Building Education Savings

Building Education Savings

A Registered Education Savings Plan (RESP) is a smart way to save for a child’s education. The plan can earn up to $7,200 in free money from federal government grants and withdrawals from the plan are taxed in the hands of the beneficiary student—usually at a low tax rate. This module will provide you with an overview of the RESP program and help you understand why (and how) all parents should be trying to maximize the program.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Building Education Savings Request Form

Building Trust at Work

Building Trust at Work

You can’t always control the level of trust in your organization, but you can act in ways that promote trust in your immediate work environment, with your work unit and co-workers. Employees who trust their colleagues are more likely to be open, honest, empathetic, collaborative and constructive, all of which boosts innovation and productivity. This session will explore the importance of trust in the workplace: what it is, how it manifests and how to assess levels of trust and provide opportunities for creating strategies to enable you to build or rebuild trust at work.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Building Trust at Work Request Form

Building Your Business Plan

Building Your Business Plan

Preparation of a Business Plan is critical to any business’s success.  This module will give you an overview of the business planning process including how to examine and focus on both internal and external opportunities and how these perspectives impact the important research aspect of the business planning process.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Building Your Business Plan Request Form

CacheFlo Financial Capability Program

CacheFlo Financial Capability Program

​Employee financial stress can lead to reduced productivity, increased absenteeism as well as higher benefits costs for both employers and employees. Research has shown that financial education alone has a very short shelf life when employees don’t have ways to easily apply what they learn. CacheFlo’s Financial Capability Program includes on-demand videos, interactive eLearning and simple tools and calculators that allow employees to build a personal financial profile to apply what they’ve learned to their real lives right away. This program covers important concepts to help employees better manage debt, spending and saving for short- and long-term goals. Employees will also learn about other important aspects of their personal finances, such as how various types of investments and other financial products work. Employees will finish this program armed with strategies to deal with the financial aspects of various life events, such as managing the cost of education, buying a home, losing a partner, dealing with market fluctuations, balancing financial opportunities and many more. Don’t let money hurt you or your employees—get started today!

Details

  • Audience: Leaders and Employees
  • Delivery: On-demand online program (with optional live kick-off webinar)
  • Length: The self-directed program includes 12 videos (30 minutes each) and 12 eLearning classes (5-15 minutes each). An employer may choose to add a 45-minute live ‘program kick-off’ webinar. The program will be accessible for a one-year period from the time of purchase, with an option to renew access for subsequent years.
  • Delivery Language: English
  • Advanced Booking: 2 weeks (online program only) to 4 weeks (if includes live webinar)

Preferred Pricing for Arete Clients
$60** per person (for 20 or fewer employees*)
Optional live kick-off webinar: $1,000** per employer

Standard Pricing
$75** per person (for 20 or fewer employees*)
Optional live kick-off webinar: $1,250** per employer

*Additional volume discounts available for employers with more than 20 employees
**Plus Applicable Taxes

Financial Capability Request Form

Change Fatigue

Change Fatigue

Change is perpetual. It’s never going to stop, and that fact alone can be daunting. Why does change, which can be so exciting and lead to so many great opportunities, create fatigue? In this session, we’ll define change fatigue and provide some practical tools to manage change more effectively.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Change Fatigue Request Form

Conflict to Innovation—Creative Change Can Emerge from Conflict

Conflict to Innovation—Creative Change Can Emerge from Conflict

“Our present challenge is to change the culture of conflict itself, within our workplaces, our communities and our world. Far from eliminating differences, our challenge is to make the world safe for differences.” – William Ury. Join us to learn a methodology (developed by the Harvard Program on Negotiation and used worldwide) for structuring conversations in ways that shift the focus from conflict to innovation. You’ll explore the methodology through dialogue and exercises and will leave with some key take-aways for immediate and practical use.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Conflict to Innovation Request Form

Corporate Tax Filing Fundamentals

Corporate Tax Filing Fundamentals

This course serves as an introduction to the preparation of a corporate income tax return for a small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC). The case studies included in this course include the preparation of corporate tax returns for the current year. This course contains all known changes that will apply to future years.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Corporate Tax Filing Fundamentals Request Form

Declining Health—Managing Your Financial Risks

Declining Health—Managing Your Financial Risks

In general, Canadians are living longer, healthier lives. With this longer lifespan comes an increased likelihood that you will, at some point, experience a decline in your cognitive or physical health that impacts your independence when it comes to financial decision making.

In order to protect your hard-earned wealth as you age, it’s important for you to plan ahead just in case you temporarily or permanently become unable to manage your financial affairs safely. This module will provide an overview of the documents you should have in place, and additional steps to take to reduce the risk to your wealth if your health declines.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Declining Health—Managing Your Financial Risks Request Form

Effective Team Dynamics

Effective Team Dynamics

Team dynamics can be impacted by conflict in its many forms—including interpersonal dynamics, competition for resources, factors outside our control and external pressures. Join us as we explore team stressors and the ‘groan zone,’ and develop strategies for effectively managing team dynamics.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Effective Team Dynamics Request Form

Elements of Successful Wealth Transfer

Elements of Successful Wealth Transfer

This module delves into issues surrounding multi-generational stewardship of family wealth. There are many, complex things to consider when an affluent family prepares for wealth transition in the context of a sustainable family wealth management plan, and this module can help you know what to expect and what to consider as a family.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Elements of Successful Wealth Transfer Request Form

Family Dynamics in Business

Family Dynamics in Business

Managing and working in the family business has its advantages and disadvantages. Understanding family dynamics and systems is one of the most challenging aspects of working within a family business, and unless there is a good understanding of strategies, most plans and ideas are never implemented. This course helps you recognize common family issues and how to deal proactively with them.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Family Dynamics in Business Request Form

Getting the Business Ready for Sale

Getting the Business Ready for Sale

When it’s time to develop a succession plan for an outgoing business leader, there are a number of issues that need to be considered—ideally well before the sale of the business. The value of the transaction and how the proceeds of transferring ownership could occur are two key issues. But business leaders must also consider their financial requirements after a transfer of ownership, and whether or not they require a continuing income stream. This module will help you understand all the issues to be considered when it’s time to sell your business and how to add value to your business before the sale so that you can realize the best deal possible.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Getting the Business Ready for Sale Request Form

GST/HST Basics for Business Owners

GST/HST Basics for Business Owners

The home-based business is one of the most common of self-employed enterprises. However, it is fraught with audit potential because of the mixed use of home, car and other deductible items. As a home-based entrepreneur, you must be especially careful about allocating the personal use of inventory and other property used in the business—and be sure to account for this on the tax return. 

This module will help you understand how a tax return for a home-based business is prepared and how to properly allocate home and business expenses. You will also learn the ins and outs of GST/HST payments, collection and rebates.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

GST/HST Basics for Business Owners Request Form

Honing Your Business Leadership

Honing Your Business Leadership

Taking your business to the next level may require some skills you feel you need to develop. This module focuses on the development of your leadership style and new skills required as you take your business forward. Being aware of the stages of the leadership growth cycle and honing your skills are critical steps in ensuring your ultimate success. In this module you’ll learn the difference between management and leadership, how to lead both internally and externally, what is expected of today’s leaders and how leadership style and organizational culture are closely intertwined.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Honing Your Business Leadership

Identifying Your Ideal Customer

Identifying Your Ideal Customer

The concept of the target market is all about focusing on your ‘Ideal Client.’ Companies who seek to understand the segment of the marketplace that needs their product—and why—have a greater opportunity to be successful than those who are not specific about their target market. This module will help you understand how to identify your target market by examining the various characteristics that make up the ideal client for your product or business.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Identifying Your Ideal Customer

Incorporation

Incorporation

In this module, you’ll learn the differences between the various structures for small businesses as well as the difference between registering a business name and creating a corporation. The course will also highlight the benefits and disadvantages when establishing a sole proprietorship, partnership and corporation along with the different roles within a corporation. We’ll examine the role of shareowner, director and officer as well as the obligations imposed, and benefits enjoyed by each.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Incorporation Request Form

Influencing Without Authority or Power

Influencing Without Authority or Power

How many times have you been asked to affect change in your team or organization when you have had no formal authority or power to make it happen? Most of us can successfully create a credible and coherent argument for what we plan to do. But have you noticed that being right is rarely enough to persuade someone? Analytical reasoning is merely a starting point for influencing team-members, stakeholders and project sponsors. Join us to examine how we can all have influence within a workplace even if we are not an organizational leader.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Influencing Without Authority or Power Request Form

Introduction to Trusts

Introduction to Trusts

Trusts are used on an ever-increasing basis to plan for the wealth and succession objectives of medium- and high-worth clients. The advisor with the ability to assist with that process creates the opportunity to establish a long-term, potentially intergenerational connection with a client and their family; provided their strategy considers recent tax changes in the planning process. The Introduction to Trusts course covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Introduction to Trusts Request Form

Investing Despite Attribution Rules

Investing Despite Attribution Rules

By transferring income and assets to various family members, you are able to minimize your taxes and increase your family’s wealth. There are, however, rules in the Income Tax Act that restrict certain transactions. The test for the vast majority of these restrictions is whether the transaction was between non-arm’s length individuals (not family). In this module you will gain a solid understanding of non-arm’s length transactions so you can use existing tax efficient investing opportunities and not get in trouble with the taxman.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Investing Despite Attribution Rules Request Form

Investment Tax Strategies

Investment Tax Strategies

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. The objective is to save capital and earn investment income with tax efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed to avoid tax erosion of the capital at transition times.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Investment Tax Strategies Request Form

Knowledge Bureau Accelerate Your Business Series Subscription

Knowledge Bureau Accelerate Your Business Series Subscription

Gain access to all of the Knowledge Bureau Accelerate Your Business Series courses for one low monthly or annual fee and get front-of-the-line access to new courses added monthly!

Your monthly or annual subscription includes access to all courses in the Accelerate Your Business Series:

Building Your Business Plan
Identifying Your Ideal Customer
Positioning Your Company in the Marketplace
Building a Sustainable Business Model
Honing Your Business Leadership
Making the Right Investments in Your Business
Should I Incorporate My Business?
Incorporation
Understanding the Corporate Balance Sheet
Real Estate Rentals
Make Sure it’s Deductible
Your Tax Filing Rights and Obligations
Women and Finance
Getting the Business Ready for Sale
Succession Planning for Key Positions
When Business Leaves Family
Succession Plan Implementation
Declining Health—Managing Your Financial Risks
Elements of Successful Wealth Transfer
Maximizing Your Business Investment
Principal Residence to Rental
Investing Despite Attribution Rules
Family Dynamics in Business
Building Education Savings
GST/HST Basics for Business Owners

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: Varies
  • Delivery Language: English
  • Advanced Booking: 1 Week

Preferred Pricing for Arete Clients
$89.10/month or $895.50/year*
Standard Pricing
$99/month or $995 per year*

*Plus Applicable Taxes

Knowledge Bureau Accelerate Your Business Series Subscription Request Form

Leading Teams

Leading Teams

Business leadership is challenging for most skilled entrepreneurs as their companies move through growth development phases. Leading people and organizations is not pure science and requires continuous development and change. Adopting and applying some of these core concepts can help ensure that you lead your organization effectively through its growth phases. Effective leadership requires an investment in yourself as well as your people—to have all stakeholders focused on the vision and goals of the organization within the business model that you have created. The ability to build a business that is not only successful in the short term, but one that is sustainable and continues to build equity for the future is what separates successful business leaders from the rest.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Leading Teams Request Form

Make Sure it’s Deductible

Make Sure it’s Deductible

As a small business owner, you must understand the rules of the tax filing game. That includes understanding how business income is taxed in Canada, as well as the relationship the newly self-employed have with the tax department. This course helps you understand the practical aspects of preparing a tax return for a small business—including an overview of the various available deductions that could reduce your tax burden.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Make Sure it’s Deductible Request Form

Making the Right Investments in Your Business

Making the Right Investments in Your Business

As you grow your company, you’ll likely need to make investments to fill gaps in your organizational structure. In this module, you’ll learn how to identify the investments that you can make to ensure your systems and processes are streamlining your work and adding value to your company. You will also understand what training you may need to incorporate to elevate your team to new levels of success. You’ll be able to consider when to invest in technology and other infrastructure elements to build out your operational strengths, and how to ensure you’re getting full value for these investments.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Making the Right Investments in Your Business Request Form

Maximizing Your Business Investment

Maximizing Your Business Investment

As an entrepreneur running a business, there are a number of ways you can be compensated. In this course you’ll understand the various ways in which business income can be earned (whether personally or through payments from a corporation) and how this income is taxed. You’ll also learn about the various strategies to minimize your payable taxes.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Maximizing Your Business Investment Request Form

Mental Fitness 101

Mental Fitness 101

Similar to your physical fitness, which is impacted by a number of factors including how well you eat, sleep and exercise, your mental fitness is also significantly impacted by your habits and routines. Without intentional focus and care—particularly in times of uncertainty—you can begin to experience adverse effects on your mental well-being.​ In this presentation, Dr. Bill Howatt will discuss the foundational elements of mental health and mental illness, and how our daily experience can influence our personal battery charge. This presentation will also cover the key elements of resilience, coping skills and how micro-skills can charge your daily battery.

Details

  • Audience: All Employees
  • Delivery: Webinar
  • Length: 60 or 90 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
Webinar (60 min):    $3,500*
Webinar (90 min):    $5,000*
Standard Pricing
Webinar (60 min):    $4,000*
Webinar (90 min):    $5,500*

*Plus Applicable Taxes

Mental Fitness 101 Request Form

Mental Fitness Lab Showcase

Mental Fitness Lab Showcase

Similar to your physical fitness, which is impacted by a number of factors including how well you eat, sleep and exercise, your mental fitness is also significantly impacted by your habits and routines. Without intentional focus and care—particularly in times of uncertainty—you can begin to experience adverse effects on your mental well-being. Choose from a variety of specific topics around mental fitness and the micro-skills that can be developed whether you are an employee or a leader looking for aids to better support your employees. Your personalized recorded webinar showcase can be selected by reviewing Howatt HR’s Mental Fitness Lab offerings and hand selecting three webinars that best suit your organization’s needs. Available through a secure Vimeo link for three months, or can be shared through your organization’s own Learning Management System (LMS) for 12 months.

Details

  • Audience: Employees or Leaders
  • Delivery: Recorded Webinar
  • Length: Varies
  • Delivery Language: English
  • Advanced Booking: 1 Week

Preferred Pricing for Arete Clients
3 Webinar Package (Vimeo – access for 3 months): $4,500*
3 Webinar Package (LMS – access for 12 months): $7,500*

*Plus Applicable Taxes

Mental Fitness Lab Request Form

Positioning Your Company in the Marketplace

Positioning Your Company in the Marketplace

Being able to properly market your company requires you to account for marketplace conditions. This consideration is especially important when market conditions change. In this module, we’ll look at how the marketplace has changed to be client focused and how you can build a business that takes advantage of this new reality, including a five-step thinking process to design your business for the future.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Positioning Your Company in the Marketplace Request Form

Preparing for the Performance Conversation

Preparing for the Performance Conversation

Performance conversations don’t just happen once a year, but anxiety over the formal process remains. For many, these performance conversations are the most stressful work conversation one can encounter. Are you guiding the conversation and looking to create active employee participation and involvement in the process? Or are you trying to bring forward your concerns to your leader and build understanding? Join us to determine some of the challenges of the performance conversation and develop strategies to ensure you have a successful conversation that empowers growth throughout the year.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Preparing for the Performance Conversation Request Form

Principal Residence to Rental

Principal Residence to Rental

One of our greatest tax breaks is the fact that Canadians don’t have to pay tax on the gain in value of their principal residence.   However, there are tax implications and decisions to be made to maximize this tax break. In this module, you’ll learn about the income tax implications of a variety of principal residence concepts—you’ll need to plan ahead if you want to use your principal residence for income.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Principal Residence to Rental Request Form

Privacy Principles in Business

Privacy Principles in Business

In your respective businesses, you are holding a lot of personal information to conduct your transactions. With the advent of technology, innovative uses of personal information have emerged. Knowledge of risks associated with holding and using the personal information and ways in which you can manage this is very important for your business. Additionally, hosting information in cloud-based environments expose businesses to cyber risk. Your reputation and credibility will be diminished in the event of a breach of personal information, and you will likely suffer regulatory penalties. This course will introduce you to your obligations towards the management of personal information in your possession. This includes identifying what is personal information and sensitive personal information, along with best practices for the management of collection, use, storage, retention and destruction of personal information that enables you to build credibility in your business.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Privacy Principles in Business Request Form

Psychological Health and Safety Foundation

Psychological Health and Safety Foundation

A lecture-workshop that introduces the evolution of psychological safety in the workplace and the role that leaders must establish and maintain a psychologically safe workplace. Topics will include an introduction to the National Standard and its key components, what defines psychological safety and how to identify hazards, the key stages to establish a psychologically safe workplace, and finally the connection between psychological safety and team effectiveness. The goal is for the professional to be able to identify psychological hazards in the workplace as they occur and have a toolbox of strategies to be able to remove these hazards.

Details

  • Audience: Leaders
  • Delivery: Webinar
  • Length: 60 or 90 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
Webinar (60 min):    $3,500*
Webinar (90 min):    $5,000*
Standard Pricing
Webinar (60 min):    $4,000*
Webinar (90 min):    $5,500*

*Plus Applicable Taxes

Psychological Health and Safety Foundation Request Form

Real Estate Rentals

Real Estate Rentals

Investing in the stock market isn’t the only way to build wealth. Many small- to medium-sized business owners also invest in real estate—whether for the business or as an income-generating property. In this module you’ll become familiar with the income tax implications of real estate investments as well as how real estate investing can help build your family’s tax-efficient wealth.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Real Estate Rentals Request Form

Respect in the Workplace

Respect in the Workplace

Respect in the Workplace is an online program developed to provide organizations with a standard, cost-effective tool to empower their team with the skills necessary to prevent bullying, abuse, harassment and discrimination (BAHD). Respect education helps organizations to improve organizational culture, create confidence in dealing with difficult issues, articulate standards and expectations for everyone, empower the bystander and to promote and build psychologically safe workplaces. This leads to a stronger corporate culture and reputations, reduced illness and absenteeism, increased productivity and profitability, and more. More than 1.5 million Canadians are RESPECT Certified. Be part of the movement: engage your workforce and take the lead in creating a positive, respectful workplace!

 

Details

  • Audience: Leaders and Employees
  • Delivery: Online Interactive Program
  • Length: 90 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$40 per person (100 or fewer employees*)

*Additional per person discounts for employers with more than 100 employees

Respect in the Workplace Request Form

Returning to the Office—Managing Stress and Uncertainty

Returning to the Office—Managing Stress and Uncertainty

As employees across Canada look at returning to an office environment after working remotely, many recognize that this transition will come with some stress and uncertainty. Faced with stress, some will power-up and work harder, some will withdraw from meetings and responsibilities, and others will be overwhelmed and feel unable to move forward. Join us to explore how we can recognize stress in ourselves and others and develop tools and strategies for reducing stress and coping with uncertainty.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Returning to the Office Request Form

Say What You Mean Without the ‘Mean’

Say What You Mean Without the ‘Mean’

This session will give you the tools to get your message across while getting the reaction you want. You’ll understand the neuroscience behind feeling threatened and learn to make statements that lessen the chance of a defensive reaction or conflict escalation. Discover how you can respond confidently and productively in complex situations.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Say What You Mean Without the ‘Mean’ Request Form

Scaling Small Business Operations

Scaling Small Business Operations

Planning for sustainable growth requires a framework for operations around which client relationships can be built and sustained. This course teaches how to structure the core operational areas required to successfully build and manage a company, including finance, administration, sales, marketing and staffing, as well as strategies to grow a market-driven business that someone will eventually buy.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Scaling Small Business Operations Request Form

Shift from Debate to Dialogue

Shift from Debate to Dialogue

What’s in a challenge? Sometimes it’s fear and resistance. Sometimes it’s fresh thinking. Debate will bring out the fear, and dialogue will bring out the creativity. Learn the difference between the two, along with some practical skills for shifting from debate to dialogue. You will walk away with tools to ensure that voices can be heard and good decisions can be made in a dialogue that invites everyone to participate.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Shift from Debate to Dialogue Request Form

Shifting Conflict Styles Can Shift Conflict

Shifting Conflict Styles Can Shift Conflict

Are you familiar with your go-to conflict style and how it affects conflict situations? Are you an avoider, a director or an accommodator? Learn more about the five conflict styles, where you comfortably function and how you can shift styles for different situations. Become more aware of other’s conflict styles and learn strategies to successfully interact and collaborate.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Shifting Conflict Styles Can Shift Conflict Request Form

Shift Team Thinking Through Storytelling

Shift Team Thinking Through Storytelling

We are wired for storytelling. We look for patterns and narrative arcs as a way to organize information in our brains. Could the ‘story memory’ of your team members be clouding their perspective? Explore how storytelling can help your team gain fresh perspectives, stimulate senses and lead the way to new solutions for old challenges.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Shift Team Thinking Through Storytelling Request Form

Should I Incorporate My Business?

Should I Incorporate My Business?

All small business owners consider incorporating. Usually, a small business begins as a sole proprietorship or partnership but incorporates when the business grows to a level where investment planning becomes especially important. This module helps you understand the key tax and legal distinctions between an unincorporated professional practice versus an incorporated professional practice (known as a professional corporation or PC). You’ll also gain an appreciation of the benefits and advantages of incorporation.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Should I Incorporate My Business Request Form

Social Justice—Exploring Privilege and Fragility

Social Justice—Exploring Privilege and Fragility

Diverse and inclusive workplaces can be both difficult to find and hard to create. But if you care about making your own workplace truly inclusive, you have the ability to effect real change—as an ally. Privilege exists, whether we want it to or not, and recognizing our own privilege in the workplace is a first step to creating change by putting our privileges to work as allies. This is an opportunity to explore privilege, allyship and barriers to allyship to end of all forms of inequality.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Social Justice Request Form

Succession Plan Implementation

Succession Plan Implementation

Succession planning is often discussed from the current business leader’s point of view. However, there are several issues the potential successor should consider carefully before implementing a succession plan. This module will help potential successors understand what they should be considering before deciding to buy the business and/or move into the leadership role, including financing issues and potential sources of capital. 

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Succession Plan Implementation Request Form

Succession Planning for Key Positions

Succession Planning for Key Positions

Continuity in a business’ management team is important, in terms of maintaining a “living” corporate history, enabling an organization to successfully function and meet customer commitments, and providing overall stability.  It is important for a business to ensure that it has sufficient expertise in all key positions, thereby enabling it to continue to operate, despite the temporary or permanent loss of key members of the organization.  Businesses can do this by developing a succession plan for important positions within the company, especially those at a senior management level. 

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Succession Planning for Key Positions Request Form

Succession Planning for Owner-Managers

Succession Planning for Owner-Managers

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 the perspectives of both business leaders and successors. It also addresses the impact of succession on employees and the business, as well as succession of the business to third parties.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Succession Planning for Owner-Managers Request Form

Supporting Clients—Building Better Relationships

Supporting Clients—Building Better Relationships

Do you deal with upset or evasive clients on a regular basis? Your relationship with your business partners affects your efficiency, productivity and peace of mind. Approaching client disputes confidently and with an eye toward effective resolution will ensure you build working relationships that are successful for the long term.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Supporting Clients—Building Better Relationships Request Form

Tax Planning for Corporate Owner-Managers

Tax Planning for Corporate Owner-Managers

This course is designed to teach you how to advise private business owners and managers about the best ways to manage their compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages. These options include salary-dividend-bonus mixes that maximize tax efficiencies for the owner and each family member. You’ll also learn about constraints imposed by income tax and other laws so you can provide sound advice to employers or clients on compensation planning all year long.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Tax Planning for Corporate Owner-Managers Request Form

Tax Planning for Incorporated Professionals

Tax Planning for Incorporated Professionals

This course focuses on personal and corporate tax planning for small- to medium-sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners. Retirement and succession planning is also an integral part of the course.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Tax Planning for Incorporated Professionals Request Form

The Feedback Loop

The Feedback Loop

Can I give you a little feedback? Not many of us can hear those seven little words without a hitch in the breath. And yet, we all acknowledge the importance of feedback. How leaders and employees give and receive feedback says a lot about the culture of an organization. Learn about the psychology of feedback, gain insight into how you receive feedback, and identify skills that will help you feed forward instead of back so you can improve reception.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

The Feedback Loop Request Form

The Working Mind Virtual

The Working Mind Virtual

The Working Mind (TWM) Virtual is an evidence-based program designed to promote mental health and reduce the stigma around mental illness in the workplace. The program will help to increase your awareness of mental health; reduce stigma and other barriers to care in the workplace; encourage mental health conversations; strengthen your resilience to maintain wellness; and help you support yourself and others. Two TWM Virtual courses are available. TWM for employees offers practical knowledge to increase participants’ overall comfort level with mental illness. Managers, supervisors, and team leads have a special role in any organization. Building on TWM for employees, the TWM managers course gives participants the practical knowledge they need to further support their employees and workplace. Each TWM Virtual course is delivered by a certified facilitator and offers easily applied scenario-based lessons, videos that feature people with lived experience of mental illness, reference guides and practical handouts.

Details

  • Audience: Managers and Employees
  • Delivery: Zoom or Microsoft Teams
  • Length: For Employees: 5 hours | For Managers: 7 hours
  • Delivery Language: English and French
  • Advanced Booking: 6 Weeks

Standard Pricing*
$140 – $200 per person**

*Arete clients will receive a discount at the time of booking. Additional bulk discounts may also apply.

**Plus Applicable Taxes

The Working Mind Virtual Request Form

Tools for Managing Difficult Behaviours

Tools for Managing Difficult Behaviours

Are you seeking techniques to handle difficult or aggressive situations? Do others become defensive when you bring forward concerns? You won’t change working relationships by trying to control other people’s behavior, but you can by changing how you act in relation to them. You can place your energy in blaming and complaining about someone or you can use it to experiment. Join us for an opportunity to explore ways to find more productive means of interaction through effective listening and responding.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Tools for Managing Difficult Behaviours Request Form

Understanding Business Valuation

Understanding Business Valuation

This course provides an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business or raising capital.

Key concepts covered in this course include understanding the notion of value, company-specific and market-based approaches for estimating value, the key stages of the business transaction process, value and investment transactions and the implications of financial performance on value.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Understanding Business Valuation Request Form

Understanding Employment and Contract Law

Understanding Employment and Contract Law

This course provides a basic understanding of the legal framework that businesses generally operate under. It provides you with the ability to recognize and identify potential legal traps along with practical tips that allow for the review and understanding of basic contract language and provisions.

The course also reviews provincial and federal laws that affect incorporation and consumer protection issues such as anti-spam, privacy and telemarketing. In addition, you’ll learn about succession management and practical to help you better understand relationships with legal advisors and assist in managing ongoing and repetitive contractual obligations with a minimum of costs.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30 Hours
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Includes: Users will receive a certificate upon completion of this course

Preferred Pricing for Arete Clients
$805.50*
Standard Pricing
$895*

*Plus Applicable Taxes

Understanding Employment and Contract Law Request Form

Understanding the Corporate Balance Sheet

Understanding the Corporate Balance Sheet

In this course you’ll learn the difference between the retained earnings of a company and the share capital for accounting purposes, versus for corporate income tax reporting.

You’ll also learn how to identify and explain how different forms of corporate distributions received and paid by a company are subject to tax along with issues which might affect the preparation and filing of the corporate T2 Return.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Understanding the Corporate Balance Sheet Request Form

When Business Leaves Family

When Business Leaves Family

When a successor other than a family member is identified, it’s important for them to be prepared. Key issues for potential successors include understanding the financial implications of ownership, capital requirements and potential financing sources. Since these issues may be new to the individual, assistance from a qualified advisor, as well as taking the time to develop a financing plan, could be the difference between a successful transaction and a failed attempt. 

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

When Business Leaves Family Request Form

Women and Finance

Women and Finance

Women’s earnings now account for almost half of household incomes and are expected to be responsible for a significant rise in wealth holdings over the next decade. For some, this increase in income provides the opportunity to understand how to manage, invest and grow that wealth. In this module, you’ll learn about eight specific issues women face, and potential solutions to explore with a financial advisor.

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Women and Finance Request Form

Work 2.0 Reboot—Return to Work

Work 2.0 Reboot—Return to Work

We are calling the reintegration into the workplace during the pandemic “Work 2.0 Reboot.” Why? The old normal is gone, the new normal is yet to be determined and the degree of impact COVID-19 will have on employee mental health has just begun. In this webinar Dr. Bill Howatt will provide employers with some factors and insights to consider to proactively protect and support employees’ mental health. Not all employees will embrace Work 2.0 with the same level of commitment, readiness, and capabilities. The goal of this webinar is for you to walk with some ideas and a framework to create your mental health impact plan.

Details

  • Audience: Employees or Leaders
  • Delivery: Webinar
  • Length: 60 or 90 Minutes
  • Delivery Language: English
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
Webinar (60 min):    $3,500*
Webinar (90 min):    $5,000*
Standard Pricing
Webinar (60 min):    $4,000*
Webinar (90 min):    $5,500*

*Plus Applicable Taxes

Work 2.0 Reboot Request Form

Work Smarter not Harder

Work Smarter not Harder

With constant change and technology overloads, we are getting busier and busier every day. We might think working harder or longer is the solution—or maybe more multi-tasking? Is it possible to work smarter, not harder? Explore the pitfalls of multi-tasking, join a discussion of what is working for others, and hear studies and research on the merits of working smarter, not harder.

Details

  • Audience: Leaders, Supervisors and Employees (max 40 participants/ session)
  • Delivery: Webinar
  • Length: 60 Minutes
  • Delivery Language: English and French
  • Advanced Booking: 2 Weeks

Preferred Pricing for Arete Clients
$1,250*
Standard Pricing
$1,500*

*Plus Applicable Taxes

Work Smarter not Harder Request Form

Your Tax Filing Rights and Obligations

Your Tax Filing Rights and Obligations

As a Canadian taxpayer, the burden of proof is on you during a tax audit. Whether you file as an individual, corporation or trust, you should understand your taxpayer rights and obligations in order to stay on the right side of tax legislation, avoid difficult interactions with Canada Revenue Agency (CRA) and reduce or avoid interest and penalties. This course provides an overview of what is required of you, and what to do when you don’t agree with CRA. 

Details

  • Audience: Business Owners and Leaders
  • Delivery: Access your course anytime, anywhere, with a computer, tablet or smartphone
  • Length: 30-45 Minutes
  • Delivery Language: English
  • Advanced Booking: 1 Week
  • Subscription Option: See the Knowledge Bureau Accelerate Your Business Series Subscription for exciting subscription offers!

Preferred Pricing for Arete Clients
$62.10*
$53.10* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$35.10* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series
Standard Pricing
$69*
$59* each for 2 courses in the Knowledge Bureau Accelerate Your Business Series
$39* each for 5 or more courses in the Knowledge Bureau Accelerate Your Business Series

*Plus Applicable Taxes

Your Tax Filing Rights and Obligations Request Form

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