Knowledge Bureau Report


Knowledge Bureau Report

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Knowledge Bureau is your leading financial education network. We cover the most current issues in the tax and financial services landscape, interpret them and bring the highlights right to you. You’ll learn about taxes, investing, retirement, estate and business planning.

Stay in the know with the Knowledge Bureau Network. Get breaking news by email, use practical tools for answers, read influential blogs, take quizzes, watch short financial lessons, learn professional skills online, at regional workshops and conferences.

NEW! IIAC and Knowledge Bureau introduce the Vantage Breakfast Series: Toronto, May 9

Posted in: Strategic Thinking
The Investment Industry Association of Canada (IIAC) and Knowledge Bureau are proud to introduce the Vantage Breakfast Series for thought leadership in wealth management. The first event is taking place on May 9 at the National Club in Toronto with an outstanding line up of speakers who will address the theme Wealth Management Issues in a Global Environment. Your invitation appears below. Please RSVP by Friday, May 7.

2019 Federal Budget: Take a Deeper Dive at the Spring CE Summits

Posted in: Strategic Thinking
With the federal budget release last week, it’s time to consider what these changes mean to you and your clients. CE Summits is offering a deep dive for professionals in four cities, featuring some of Canada’s leading tax and financial experts. The registration deadline is May 15.

DAC 2019 Media Partners: Investment Executive & Advisor’s Edge

Posted in: Strategic Thinking
Knowledge Bureau is pleased to announce that Investment Executive and Advisor’s Edge will be the media partners for the 2019 Distinguished Advisor Conference (DAC) November 10-13 in Puerto Vallarta, Mexico.

Budget Season 2019: A Provincial Round-Up

By: Evelyn Jacks Posted in: Strategic Thinking
It’s 2019 Budget Season and there is lots of news. In Manitoba it was particularly good news on budget day on March 7, following B.C. on February 19. Meanwhile our two northern territories, the Northwest Territories and Yukon announced theirs on February 6 and March 7 respectively. What are the details?  Read on! Then, don’t miss the Knowledge Bureau Special Federal March 19 Budget Report next week.

Charitable Sector Reform: CRA Lifts Suspension on Audits and Restriction on Political Activities

Posted in: Strategic Thinking
The nature of the charitable sector is changing in Canada. On March 7, 2019, the Minister of National Revenue issued four key recommendations for the administration of new rules relating to the political activities of charities. Some in the sector are rejoicing, but others are wondering about the long term impact of the changes.

Amplify Your Practice: New CE Learning Modules for Advisors

Posted in: Breaking News, News from the Bench, Strategic Thinking
Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.