The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
We’ve got a spooky Halloween Special Just for You! Be sure to take advantage of this scary great deal by midnight on October 31! This is your opportunity to earn widely recognized specialized credentials as a Distinguished Master Advisor (DMA™), and save $300 when you register in any DMA™ course of your choice.
Just over a week to go until the 2024 Acuity Conference for Distinguished Advisors in Montreal, November 10 – 12, and we would like to recognize and bring special honour to the distinguished sponsors who have helped to make this year’s conference in Montreal an event to remember! Learn more about each of the organizations partnering with us for Acuity 2024 on our Sponsor page and browse their thought leadership sessions in the detailed agenda.
This month the Finance Department announced changes for lenders and insurers to make mortgages available for those who want to build secondary suites on their properties. This provides a good reason to discuss year end tax planning relating to real estate assets, as the loans will be available on January 15, 2025. Here’s what borrowers need to know:
With only a couple of weeks left to go until the 2024 Acuity Conference for Distinguished Advisors at the St. James Club in Montreal, November 10 – 12 Knowledge Bureau would like to recognize the contributions our partner organizations bringing their thought leadership to Montreal. We are pleased to be welcoming back AGA Benefit Solutions as a Bronze sponsor and invite you visit their booth in the exhibitor area.
It’s the time to celebrate our innovative risk takers: the Canadian Entrepreneurs! Small Business week is Oct 20-26! And what a ride it has been! The economy and business environment has changed significantly for small business owners and now too, they are changing the environment as they transition in the workforce. But tax rules bring audit risk to new entrepreneurs as well as transitioning business owners. In short, there are plenty of demographic, economic and tax triggers that will help you open new conversations during Small Business and beyond in Canada. You may also wish to introduce to them the DMA™ Small Business Management Program, at a special rate, available only until the end of the month.
Knowledge Bureau is pleased to announce that Onelife Wealth Management has been honored as the Marquis Firm of the Year and will receive this special award at the Acuity Conference for Distinguished Advisors, on November 10 at the St. James Club in Montreal. In this interview with Knowledge Bureau President Evelyn Jacks, advisor Christ Valentine, MFA, DMA, MFA-P, RWM, one of the 26 members in the firm, discusses why this award is especially meaningful.
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?
We’ve got a spooky Halloween Special Just for You! Be sure to take advantage of this scary great deal by midnight on October 31! This is your opportunity to earn widely recognized specialized credentials as a Distinguished Master Advisor (DMA™), and save $300 when you register in any DMA™ course of your choice.
Just over a week to go until the 2024 Acuity Conference for Distinguished Advisors in Montreal, November 10 – 12, and we would like to recognize and bring special honour to the distinguished sponsors who have helped to make this year’s conference in Montreal an event to remember! Learn more about each of the organizations partnering with us for Acuity 2024 on our Sponsor page and browse their thought leadership sessions in the detailed agenda.
This month the Finance Department announced changes for lenders and insurers to make mortgages available for those who want to build secondary suites on their properties. This provides a good reason to discuss year end tax planning relating to real estate assets, as the loans will be available on January 15, 2025. Here’s what borrowers need to know:
It’s the time to celebrate our innovative risk takers: the Canadian Entrepreneurs! Small Business week is Oct 20-26! And what a ride it has been! The economy and business environment has changed significantly for small business owners and now too, they are changing the environment as they transition in the workforce. But tax rules bring audit risk to new entrepreneurs as well as transitioning business owners. In short, there are plenty of demographic, economic and tax triggers that will help you open new conversations during Small Business and beyond in Canada. You may also wish to introduce to them the DMA™ Small Business Management Program, at a special rate, available only until the end of the month.
Knowledge Bureau is pleased to announce that Onelife Wealth Management has been honored as the Marquis Firm of the Year and will receive this special award at the Acuity Conference for Distinguished Advisors, on November 10 at the St. James Club in Montreal. In this interview with Knowledge Bureau President Evelyn Jacks, advisor Christ Valentine, MFA, DMA, MFA-P, RWM, one of the 26 members in the firm, discusses why this award is especially meaningful.
