Pre-Budget Consultations Now Underway!

Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.

Next week's edition of Knowledge Bureau Report will be reporting live from the Distinguished Advisor Conference in Naples, Florida! Watch for live tweets @KnowledgeBureau  #DAC2012.

The recent financial crisis has caused a crisis of another kind for financial advisors, a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decision. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop a succession plan for their business.

Master Your Investment in the Family Business by Larry Frostiak and Jennifer Bartman Special Offer for Knowledge Bureau Report Readers only - Save $10 if you buy before Nov. 13!

Most people are interested in socially responsible investing, says expert Cheryl Crowe, which means advisors have much to gain by being knowledgeable.

Pooled Registered Pension Plans (PRPPs) are inching their way toward becoming a way for Canadians without a workplace pension plan to save for retirement.

In a hot housing market, “flipping” can be a lucrative strategy — but only if you don’t run afoul of the Canada Revenue Agency (CRA).