Partner Programs

Software Experiences

Knowledge Bureau partners with leading professional software vendors who wish to use our case study approach to training as a way to deepen clients’ knowledge of sophisticated tax and financial planning software solutions.

Join us today  to provide tailored training solutions to meet your firm’s specific and varying professional development needs.  Please call 1-866-953-4769 for more information on corporate partnership opportunities.

Private Client
DAC Sponsors
CE Summits Sponsors
Software Vendors

AGF Investments Inc.

For nearly six decades, AGF has been providing asset management services to institutions and individuals around the globe.

AGF began as a single innovative idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. The American Growth Fund, created in 1957, was the first mutual fund in Canada to invest solely in U.S. equities and its initials, AGF, became the company's namesake.

Our founders, C. Warren Goldring and Allan Manford, set out to build a company that was innovative, focused on clients and driven by superior investment management. Under the leadership of Blake Goldring, Chairman and CEO, we continue our commitment to these ideals.

AGF has been delighted to have a committed partnership with the Knowledge Bureau over the last several years. They have helped to develop a robust program around tax, retirement and estate  planning, that encompasses sales tools, webcasts, and online calculators that financial advisors across the country use directly with their clients. In addition, continuing education for advisors is becoming increasingly important, especially in the face of CRM2, and the Knowledge Bureau has been providing CE credit modules, that thousands of advisors have taken advantage of through AGF. Our partnership has grown stronger, and continues to be an area of focus for AGF, especially today when proving the value of advice to clients to critical to the success of our industry.
Gord Murray, Director, Solutions Marketing

Dynamic Funds

Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada's most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

Evelyn Jacks and her team of experts at The Knowledge Bureau have been a significant part of the success of Dynamic’s award winning Snapshots program. Snapshots is an online resource centre helping advisors provide customized and personalized advice and resources to clients at various life changing events. Evelyn and her team provided valuable in depth advisor education courses on a variety of the life events covered including Leaving a Job, Ailing Parent, Home Ownership and Disability. Their continuing education accredited courses have been taken by thousands of advisors across Canada who are interested in strengthening their relationships with clients by offering holistic advice as their clients’ lives change.

Yasminka Marcus, Senior Manager, Editorial & Education Programs
Dynamic Funds

Liberty Tax

Founded in 1997 by CEO John T. Hewitt in Winnipeg, Manitoba. Liberty Tax is one of the fastest-growing tax preparation franchises and continues to prepare individual income tax returns at over 250 offices across Canada and 4,400 offices across North America. Liberty Tax and its nationwide network of about 3,500 seasonal tax preparers are ready to offer their assistance at any time. Liberty Tax also supports local communities with fundraising endeavours and contributes as a sponsor for many charitable causes.

For a more in-depth look at Liberty Tax Service, visit Follow Liberty Tax on Facebook at and on Twitter at

Partnering with Knowledge Bureau has been an outstanding success for Liberty Tax Service! 

As part of our partnership, we benefit from our sponsorship of the DAW meetings.  DAW allows us to sharpen our minds with current information which is well-presented, in-depth and relevant to our industry.  Evelyn's team of outstanding professionals make each event interesting and the information acquired at these meetings is used by our tax professionals every day.  DAW meetings are also a great networking opportunity for Liberty Tax Service to learn from other professionals and make those great connections that help us to build our business.

Erik Klumpe
Regional Director of Canada Operations



Association of Tax & Accounting Professionals (ATAP) is a collaborative and supportive Association of professional accounting and tax consultants operating independently across Canada. The Association provides qualified opportunities to members designed to enhance their professional development, continuing education, peer-to-peer networking and on-going member benefits in order to improve services to our respective clientele.

ATAP and Knowledge Bureau are pleased to announce their strategic educational alliance, which will bring professional development opportunities to ATAP members through certificate courses leading to the prestigious DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™ and MFA™ designations in specialized studies including tax, retirement, investment and business services.


Manulife Investments, a division of the Manufacturers Life Insurance Company. Manulife, Manulife Investments, the Block Design, the Four Cube Design and Strong Reliable Trustworthy Forward-thinking are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

Manulife is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. We operate as John Hancock in the U.S. and as Manulife in other parts of the world. We provide strong, reliable, trustworthy and forward-thinking solutions for our customers’ significant financial decisions. Our international network of employees, agents and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Assets under management by Manulife and its subsidiaries were approximately C$691 billion (US$596 billion) as at December 31, 2014.

Manulife is pleased to continue the legacy that Standard Life began as title sponsor of the Distinguished
Advisor Conference since its inception. To move forward, one cannot stand still. The DAC conference provides a forum for advisors to learn, share, and evolve their businesses while experiencing relevant and timely content at the highest level of professionalism.

Barbara Foy-Pilchner, National Vice President, Key Accounts, Manulife Investments

Franklin Templeton Investments

At Franklin Templeton, we are dedicated to one goal: delivering exceptional asset management to our clients. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe.


With a national network of thousands of independent advisors, ivari provides a full range of insurance products designed to help Canadians make the right choice for their protection needs.

Company began over eighty years ago and, in 2015, was acquired by Wilton Re. Wilton Re is a life (re) insurance company specializing in the acquisition and management of life and annuity businesses as well as with assisting companies with product development, underwriting and new business strategies designed to serve the middle market.

Fantastic combination of valuable content in a wonderful location all while having some fun with a great group of people... The DAC Conference continues to be one of the highlights on our calendar each year.

Todd Hynes, Vice President Sales, ivari

The Accounting Place

Established in 1999, The Accounting Place has developed into one of Canada’s premier boutique Accounting & Tax Consultancy establishments with clientele across Canada.  Even though our name says “Accounting” our focus is Taxation.

We cut through all the information, legislation and red tape and deal with what matters most to individuals, SME’s and their investment and financial advisors – “keeping as much money in the client’s pocket as possible” – within the confines of the legislation.

Our overall philosophy - it’s not what you earn that counts, it’s how much you keep!

Alitis Investment Council

Alitis is a new generation Portfolio Manager, using a pension-style approach in our portfolios.  Our key difference is that we include meaningful allocations of Alternative Investments to our portfolios, similar to the world’s leading pension and endowment funds.

We have reduced our exposure to publicly-traded stocks and low-yielding bonds, while adding private real estate, mortgages, private fixed income, private equity, and absolute return investments which all have higher expected returns.  Furthermore, this diversified approach reduces volatility significantly. Since inception, all Alitis Pools have delivered steady returns, with 40-55% less risk than their most similar stock/bond benchmarks – this diversified approach works.

Knowledge Bureau is a leader in financial education and Alitis is a leader in wealth management.  The Alitis philosophy can bring great value to Knowledge Bureau clients by offering actionable solutions that will offer them a distinct competitive advantage in our increasingly competitive industry.

Bishop Communications Inc.

Bishop Communications Inc. is The BIG Idea Company.  Our team of coaches help people invent new disruptive BIG Ideas. Over the past 30 years, more than 5,000 entrepreneurs, companies, and organizations from around the world have completed The BIG Idea Adventure, a step-by-step coaching process that helps you create BIG Ideas and bring them to the marketplace.  The company is located in Toronto.

Home Trust

Home Trust Company is one of Canada’s leading trust companies.

Home Trust is a federally regulated trust company carrying on business across Canada. Originally incorporated in Ontario in 1977 as Home Savings and Loan Corporation, the Company was continued under the Trust and Loan Companies Act (Canada) on March 9, 2000. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a publicly held company that trades on the TSX under the symbol HCG. Home Trust is also a member of the Canada Deposit Insurance Corporation and Visa Canada.

Investment Executive

Investment Executive (IE) is Canada's national newspaper for financial services industry professionals. Launched in 1989, Investment Executive is published 16 times a year and reaches more than 120,000 financial advisors and managers. No other financial media has the depth of IE. The brand has gained the respect of its readers by offering intelligent, informed coverage of the financial services industry and by providing insightful information for advisors on topics as diverse as mutual funds, investment research, technology, estate planning, tax, building relationships with clients and developing products and services for the client of the future.

The DAC conference is the place to be for the latest business building tips and strategies.

Ozy Camacho, Publisher, Investment Group
Investment Executive

Portfolio Strategies

Founded in 1994, Portfolio Strategies Corporation is an investment firm that specializes in providing support to ethical, independent financial advisors who are dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice. With Mutual Funds, Exempt Market and Insurance products, Portfolio Strategies offers a wide array of investment strategies to help clients and their advisors manage risk while providing advisors with the tools, training and resources that are required to stay competitive and help clients to achieve their financial goals. Since its founding, the firm has grown into one of the largest independent investment firms in Canada, with over $2.7 billion in assets under administration and more than 290 advisors servicing clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Quebec.


Founded in January 2010, Calgary-based Trilogy Software Inc. creates tax software for accountants and tax professionals.

Trilogy launched DoxCycle source document management software in the fall of 2011 and TaxCycle T1 professional tax preparation software for personal tax returns in the 2012-13 filing season. T2 corporate tax and T4/T4A, T5 and T5018 t-slips returns came for the 2013-14 filing season. In 2014-15, the line-up expanded to include T3 trust returns, T3010 charity returns and T5013 partnership returns.


While we provide many means for our clients to educate themselves and their staff on how to use TaxCycle, we do not provide specific training in taxation. As an Education Partner, the Knowledge Bureau provides our clients with not only access to up-to-date tax information and commentary through EverGreen, but also a means for our clients to provide ongoing tax training to new staff. In addition, they assist seasoned staff looking to continue their learning journey and enhance their portfolio of services to their clients.

Knowledge Bureau provides our clients with tax training for new staff,  as well as seasoned staff looking to enhance their portfolio of services to their clients.  That’s why we are a proud contributor to the Distinguished Advisor Workshops (DAW).

Marc Labrecque, Sales Director, Trilogy Software.


Intuit is a leading software provider of business and financial management solutions for accounting, bookkeeping and tax professionals, small and mid-sized businesses, and consumers.

We offer a full suite of financial software products for accountants and tax professionals. 
Our premium tax software ProFile, includes T1s, T2s, T3s, and Other Forms.  Our robust accounting software packages include QuickBooks Desktop, and cloud based QuickBooks Online Accountant Edition.

Intuit also has special ProAdvisor Programs designed specifically for Canadian accounting and tax professionals. The ProAdvisor Program provides its members with unique discounts, premium phone support, online and live community support, complimentary marketing tools and access to live training and webinars.

Intuit is very proud to partner with the Knowledge Bureau and is dedicated to supporting initiatives focused on building financial excellence in training and development for bookkeeping, and tax professionals. We look forward to contributing and supporting the Knowledge Bureau this year.

Scott Zandbergen, Intuit Group Marketing Manager