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?

RSVP Now: Year-End Investment & Business Planning Workshops

October marks the official start of “year-end tax planning season,” and this year there are numerous areas of concern for tax and financial advisors to cover with their clients. The Distinguished Advisor Workshops will soon be coming to four cities across Canada, and some of Canada’s top practitioners will be on hand to share knowledge with delegates. RSVP by October 15 for early-bird savings on tuition fees.

Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Financial Advisor Lindsay Sawyer Fay of Winnipeg, Manitoba and Darren Ryan, a financial advisor with Ryco Financial in St. John’s, Newfoundland have been selected as the 2016 winners of THE DAC YOUNG ADVISORS AWARD.

Deadline October 1:  DAC Client Innovation Scholarship

Applications for the 2016 DISTINGUISHED ADVISOR CONFERENCE CLIENT INNOVATION SCHOLARSHIP AWARD are now being accepted.  It’s a new award at DAC this year, open to practicing advisors of all ages; who have been actively engaged in the financial services industry for at least five years.

Increase your value proposition with Knowledge Bureau Advanced Payroll course

Payroll is an important component of year-end planning as owner-manager compensation and employee bonuses and benefits are calculated. In other words, tax has a heavy influence on both business cash flow and employee after-tax results.

Students in the News:  From Good to Great:  Delores Moskal

We love sharing feedback from our recent graduates. This week we feature the success story of Delores Moskal from Yorkton, Saskatchewan, who recently graduated from Knowledge Bureau’s Business Valuation for Advisors course.

Life Purpose

"Take criticism seriously, but not personally. If there is truth or merit in the criticism, try to learn from it. Otherwise, let it roll right off you." Hillary Clinton
 
 
 
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
    6 votes
    25%
  • No
    18 votes
    75%