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 Knowledge Bureau Network presents the Meeting of the Minds: 360 Degree Triger Tour: Ideal for advisors seeking more connection, collaboration and networking from coast-to-coast. Register now – the event takes place TODAY at NOON CST!
Knowledge Bureau is excited to introduce its latest CE Savvy ™ Collection of Micro Courses. Check out our collection entitled Asset Management, which provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.
Last week, The Financial Services Regulatory Authority of Ontario (FSRA) sent an important reminder to Life Agents in the province to complete CE requirements or they may face regulatory action. It’s an important reminder for all industry professionals to get onside with CE now – and Knowledge Bureau has a great new educational solution: The CE Savvy Collections, which are Accredited with KB, Insurance Councils, Advocis and FP Canada.
Economic uncertainty, war, inflation, rising interest rates, market volatility and looming tax change – all have led to significant financial triggers to keep Real Wealth Managers on their toes. How can one person ensure that their client's holistic wealth plan is maximizing Real Wealth (sustainable inter-generational wealth after taxes, fees and inflation) when so many triggers occur at once?
Keep an eye on your email for your VIP access to enrol in Canada’s most-up-to-date income tax course…coming soon from Knowledge Bureau. This is a great course on personal taxation if you are new to the business as well as a solid refresher for experienced professional tax accountants. Learn the fundamentals of T1 income tax preparation and planning in this course as well as what has changed and what is coming for the next tax year. Today, we’re giving you a sneak peek...
The theme of this year’s International Women’s Day on March 8th is #EmbraceEquity. It is an attempt to address the fact that Equality is not the same as Equity. Especially for women. Equality means each individual or group of people is given the same resources or opportunities. Equity recognizes that each person has different circumstances, and allocates resources and opportunities needed to reach an equal outcome.
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 Knowledge Bureau Network presents the Meeting of the Minds: 360 Degree Triger Tour: Ideal for advisors seeking more connection, collaboration and networking from coast-to-coast. Register now – the event takes place TODAY at NOON CST!
Knowledge Bureau is excited to introduce its latest CE Savvy ™ Collection of Micro Courses. Check out our collection entitled Asset Management, which provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.
Last week, The Financial Services Regulatory Authority of Ontario (FSRA) sent an important reminder to Life Agents in the province to complete CE requirements or they may face regulatory action. It’s an important reminder for all industry professionals to get onside with CE now – and Knowledge Bureau has a great new educational solution: The CE Savvy Collections, which are Accredited with KB, Insurance Councils, Advocis and FP Canada.
Economic uncertainty, war, inflation, rising interest rates, market volatility and looming tax change – all have led to significant financial triggers to keep Real Wealth Managers on their toes. How can one person ensure that their client's holistic wealth plan is maximizing Real Wealth (sustainable inter-generational wealth after taxes, fees and inflation) when so many triggers occur at once?
Keep an eye on your email for your VIP access to enrol in Canada’s most-up-to-date income tax course…coming soon from Knowledge Bureau. This is a great course on personal taxation if you are new to the business as well as a solid refresher for experienced professional tax accountants. Learn the fundamentals of T1 income tax preparation and planning in this course as well as what has changed and what is coming for the next tax year. Today, we’re giving you a sneak peek...
The theme of this year’s International Women’s Day on March 8th is #EmbraceEquity. It is an attempt to address the fact that Equality is not the same as Equity. Especially for women. Equality means each individual or group of people is given the same resources or opportunities. Equity recognizes that each person has different circumstances, and allocates resources and opportunities needed to reach an equal outcome.
