Scaling Your Financial Services Practice Post-Tax Season

Now that the height of tax season is over, many tax and financial advisors are turning their attention back to a growing challenge: how to build a stronger, more scalable business in one of the most difficult environments Canadian entrepreneurs have faced in decades. In fact, today, 55% of Canadian SMEs say they would not recommend starting a business, according to a CFIB Report.

The June 18 Business Builder Summit: Peak Your Performance, brought to you by Knowledge Bureau and The Personal Coach, is designed to address that challenge with instructor-led sessions focused on building businesses that can adapt, scale, and remain sustainable over the long term.

Feeling the pressure as a SME poised for growth? You’re not alone! According to CFIB’s Report, Canada’s Entrepreneurial Drought (Part 1): Canada’s Shrinking Business Landscape, since early 2024, more Canadian businesses have been exiting the market than entering it, with the gap widening further in 2025. This marks one of the most challenging periods for entrepreneurship outside the pandemic years. At the same time, business entry rates in Canada have fallen nearly 50% since the mid-1980s and remain near historic lows.

How does this impact confidence among Canadian entrepreneurs? More than half (55%) of Canadian small and mid-sized business owners say they would not recommend starting a business today. Yet the issue is not a lack of entrepreneurial ambition: approximately 16% of Canadians say they would still consider business ownership but are hesitating due to rising costs, increasing compliance demands, growing regulatory complexity, and the challenge of scaling sustainably in a rapidly changing economy.

Build Confidence for business growth! June 18 is your opportunity to Peak Your Performance through practical discussions focused on strategy, process, leadership, and leveraging both your team and technology to expand your market reach and strengthen your advisory business despite the current challenges.

Register by the June 4 early-bird deadline to save $100.

Prepare to scale your business! In just five hours at this live virtual event, or through the recorded sessions available after, you’ll gain fresh perspective on business growth, build greater confidence in your leadership and decision-making, and learn practical strategies from world-class financial educators and experienced practice management coaches designed to help you work more strategically.

Designed especially for independent financial advisors, tax accountants, and entrepreneurial team leaders, the program challenges participants to think with a growth mindset while exploring practical strategies for business development, leadership, communication, and operational success.

Agenda at a Glance:

• Put Your Ideas Into Action with Strategic Business Planning with Evelyn Jacks and April Lynn-Levitt
• Communicate Your Value to Your Next Ideal Client with Lisa Mohammed and April Lynn-Levitt
• Power Up Your High Performing Team to Double Your Revenues with Charlene Wolthuizen
• The Numbers Tell the Story: The Success Secrets in Your Financials with Jenifer Bartman
• The Real Wealth Manager’s Journey
• New Client Generator: How to Develop a Consistent Flow with Lisa Mohammed and April Lynn-Levitt
• A True-to-Life Case Study: How I Built My Business & My Business Skills with special guest Doug Buss

Together, these sessions are designed to help professionals shift from reactive day-to-day operations toward a more intentional and scalable business strategy. The emphasis is not only on attracting clients, but also on creating systems, leadership capacity, and financial clarity that support long-term success.

Course Components:

• 5-Hour Live Virtual Instructor-Led Event (recorded for replay access)
• Earn Up to 5 CE Credits with KB, CIRO, MFDA, AIC, FP Canada*
• Lead Your Business to Success Online Course Earn 5 CE Credits with Knowledge Bureau

Participants will also explore core leadership themes throughout the accompanying online curriculum, including:

Featuring 5 Chapters:

• Building Your Brand
• How to Get and Keep Customers
• Scaling Up
• Your Leadership Career
• Your Vision and Goals

As the advisory profession continues to evolve, technical knowledge alone may no longer be enough to remain competitive. Building a high-performing practice increasingly requires leadership, communication, strategic planning, and the ability to adapt to changing client and industry needs.

Register at learn.knowledgebureau.com/build