November 2025 Poll

Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?

In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.

We’re excited to introduce a brand-new destination designed especially for Knowledge Bureau The Designate VIP Lounge. This is your all-access portal to learning, networking, and exclusive member benefits. Inside, you’ll find everything you need to stay current, connected, and recognized in your professional journey. Do you qualify as a relicensed designate? Check out your upcoming emails and relicensing package for your exclusive access!

All professional tax practitioners, financial advisors should take note of an important mid-summer release of draft legislation to implement some of the proposals from the November 2024 Fall Economic Statement, the April 2024 Budget, the EIFEL rules announced on August 12, 2024, and rules relating to passive income of foreign affiliates announced in the 2022 federal budget.  This draft legislation also introduces more modifications to new trust filing requirements. Brief highlights appear below;  technical details will be discussed in the September 17 and November 5 CE Summits and Knowledge Bureau’s certificate course on T3 Filings. 

Only July 29, the Finance Minister/Minister of Revenue met with Canada’s leading chief economists to exchange views on Canada’s economic outlook and discuss ways to build the strongest economy in the G7. The Minister wants to hear from individuals about what should be in the Fall 2025 Federal Budget, expected to be released after Parliament resumes on September 15. (The session will end on December 12). Provide your opinion by August 28 on the queries below:

The government has mandated that by 2026, 20% of the new vehicles sold in Canada must be ZEV’s and that number will rise to 100% by 2035.  This is going to be costly for government, as they invest Billions of dollars in change management. But for Canadian households, this could be devastating in two ways: first late payments on auto loans have hit a new high across North America in early 2025. Second, each Canadian is now responsible for between $40,949 and $68,861 in provincial and federal debt; which is deferred taxation.

In today’s competitive financial services industry, technical expertise alone is not enough. Clients expect professionals who can deliver comprehensive, practical solutions across multiple areas of tax and business accountancy. The Professional Practitioner Diploma from Knowledge Bureau is designed to meet that challenge head-on. Right now, you can get started for just $595 per course if you register by August 31.