As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
The early bird deadline is September 30. So there is plenty of time to register for The Distinguished Advisor Conference and save on tuition fees. But there is more great news! We’ve been able to negotiate another block of rooms at the Beautiful Banff Springs Hotel at the KB conference rate – you really can’t afford to miss that! And we’ve lined up some incredibly fun networking opportunities to complement the seriously great educational agenda. Check out all the activities and sign up soon through the DAC Interactive Agenda, as spaces are limited! Secure your place at the futurescape: the 20th Anniversary DAC conference!
On Monday, November 13 thought leaders from our gold partner organizations will be taking the stage at DAC Acuity 2023. Don’t miss exploring the world of private markets with Natalie Camara, Director, Alternatives, Specialized Sales – Western Canada, BMO Global Asset Management or finding out the answer to whether or not venture debt is a positive hedge from Espresso Capital’s Dennis Hettinger. Ready to embrace new transformative change with insurance solutions? Hear from Massimo Nini and Dan Fortuna from AGA Benefit Solutions, and Barry Ferguson of Wealth One Bank with Richard Pyper from Monarch Wealth systems These industry change-makers will inspire you with their compelling sessions. Register by the September 30 early-bird deadline!
As the key eroders of wealth – taxes, inflation and fees – are about to take a bigger bite out of Canadian’s balance sheets…as Real Estate Ownership comes under the CRA microscope. There’s a big opportunity for you to help! You’re invited to learn more at early-bird tuition rates until September 15 only to attend the September 20 Virtual CE Summit on Audit Defence: Managing Tax Risk for Real Estate Owners.
Now is the time for rookie training! Choose from selected introductory certificate courses leading to DMA™ Designation and enrol by September 15 to save up to 27% on tuition. We invite you to check KBR for reader loyalty rewards weekly as a thank you for engaging with us!
Two CEOs from our Platinum Partner organizations will take the stage at DAC Acuity, November 13 in beautiful Banff to tackle critical skills required to embrace. They both happen to be Tony’s, too: Tony Demarin, CEO of BCV Asset Management will bring his thought leadership to the topic The Reset: Portfolio Construction at Ground Zero. Tony Mahabir, CEO of CANFIN Financial will discuss Financial Stewardship in a Digital Age.
According to the CRA’s 2023 tax filing statistics to August 27, nearly 31 million Canadians have filed a tax return, and for those that owe the average balance sits just shy of $7,500! This points to a high demand for the specialized services of qualified tax professionals who can help taxfilers pay only the correct amount of tax and get all their tax benefits, too.
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
The early bird deadline is September 30. So there is plenty of time to register for The Distinguished Advisor Conference and save on tuition fees. But there is more great news! We’ve been able to negotiate another block of rooms at the Beautiful Banff Springs Hotel at the KB conference rate – you really can’t afford to miss that! And we’ve lined up some incredibly fun networking opportunities to complement the seriously great educational agenda. Check out all the activities and sign up soon through the DAC Interactive Agenda, as spaces are limited! Secure your place at the futurescape: the 20th Anniversary DAC conference!
As the key eroders of wealth – taxes, inflation and fees – are about to take a bigger bite out of Canadian’s balance sheets…as Real Estate Ownership comes under the CRA microscope. There’s a big opportunity for you to help! You’re invited to learn more at early-bird tuition rates until September 15 only to attend the September 20 Virtual CE Summit on Audit Defence: Managing Tax Risk for Real Estate Owners.
Now is the time for rookie training! Choose from selected introductory certificate courses leading to DMA™ Designation and enrol by September 15 to save up to 27% on tuition. We invite you to check KBR for reader loyalty rewards weekly as a thank you for engaging with us!
According to the CRA’s 2023 tax filing statistics to August 27, nearly 31 million Canadians have filed a tax return, and for those that owe the average balance sits just shy of $7,500! This points to a high demand for the specialized services of qualified tax professionals who can help taxfilers pay only the correct amount of tax and get all their tax benefits, too.
