News Room

Fall Federal Budget: Will Spending Be Cut?

Canada has historically presented an annual budget since Confederation in 1867, even through periods like World Wars and the Great Depression, but we have recently experienced the longest period without a full federal budget in our history. By the time the next one is brought down, expected in October 2025, it will have been 18 months since the controversial April 2024 budget which introduced the doomed capital gains inclusion rate hikes. What can we expect?

The Distinguished Advisor Conference Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Keeley Doherty of Rorabeck Wealth Advisory Group, BMO Nesbitt Burns, and Brandon Silbermann, a financial advisor at Stockman Financial Services Ltd. and Manulife Securities Investment Services Inc., both located in Toronto, have been selected as the two inaugural winners of THE DAC YOUNG ADVISORS AWARD.

Lisa McKee: “The Client is King,” Key to Quality Customer Service

FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.

Trust planning needs review after tax changes

Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.

Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

Seven Ways to Fund Higher Education – Part 2

The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

Child Fitness Amount: Small Improvements but Welcome Relief

Our sons participated with gusto in many sports: hockey, lacrosse, soccer and marathon running.  In the chief role of road warriors, we charioted cherubs from one sportsplex to another. These activities provided physical, social, team and leadership skills that continue to be priceless, despite the often exorbitant price tag.
 
 
 
Knowledge Bureau Poll Question

On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?

  • Yes
    7 votes
    28%
  • No
    18 votes
    72%