June 2025 Poll

Are your clients owed money by CRA?  As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? 

"Move fast and break things. Unless you are breaking stuff, you are not moving fast enough."  —Mark Zuckerberg

There has never been a better time to register for your summertime learning! Register before September 15 to save on tuition.

It’s been a couple of months since we last ran our trivia contest for a chance to win attendance at the upcoming Distinguished Advisor Conference in Kelowna on November 5-8. So here is the question for August:

Back in June, we told you that our popular Distinguished Advisor Workshops (DAW) were being renamed to CE Summits to bring you even more expert ideas. In case you missed it, here's everything you need to know:

When commenting about the “Understanding Family Dynamics” course, David Bwamiki from Primerica said: “My objectives were met because the course presented real-life examples that I often encounter.”

A Special Knowledge Bureau Report: Buried at the height of summer holidays, the Finance Department has released a significantly complex and potentially punitive proposal to change the integration of the personal and corporate taxation system for private enterprises and provided a mere 75 days to provide feedback.