Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
The wealth management industry is facing a trust and service gap. A 2023 study reveals that only 6% of Canadian investors are receiving truly comprehensive advice from their wealth management professionals. Even among full-service clients, just 57% report having a financial plan and alarmingly, 43% of those don’t believe their advisor’s recommendations align with their best interests. These numbers tell a clear story: clients expect more, and advisors who fail to adapt risk losing both trust and business. At the Acuity Conference, Michael van Lierop, FDFS™, RWM™, of New Outlook Wealth, will present Practice Management – Time for Change, a session dedicated to closing these gaps.
As Chair of the Society of Real Wealth Managers, Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, RWM™, MFA-P™, FDFS™ brings both a global perspective and a deep commitment to redefining financial success beyond numbers on a statement. In this reflection, she draws on insights from a recent visit to Iceland, where economic policies, social systems, and cultural values intersect to create a society with exceptional financial security and quality of life - to explore what Canadian financial professionals and policymakers can learn about fostering true real wealth for all.
The trust tax landscape in Canada is undergoing its most significant transformation in years. Starting in 2025, all trusts will be required to file T3 returns - including those that historically did not file because there was no income to report, such as bare trusts. For tax and financial advisors, these changes represent both a compliance challenge and a business opportunity. Knowledge Bureau’s Filing T3 Trust Returns course provides the expertise you need to meet new obligations and help clients make smarter intergenerational tax and estate planning decisions.
Did you know that for graduates who earn a Designation from Knowledge Bureau, earning the credential is only the first step. To keep these designations active, graduates must complete an annual relicensing process. This ensures they remain up to date with legislative changes, regulatory requirements, and the highest standards of professional practice.
When choosing an online education provider in tax, bookkeeping, or financial services, it’s important to look beyond course content alone. At Knowledge Bureau, we offer a more structured, supportive, and applied learning experience—designed to help professionals strengthen their careers and deliver measurable value to clients. Here’s how each part of the Knowledge Bureau experience supports your professional growth:
Audit activity is on the rise—and the stakes are higher than ever. With a federal target to collect $3.75 billion through increased fines and penalties, along with widespread T-slip errors and confusion around capital gains, tax audits are expected to surge in 2025.Tax and financial advisors must be prepared to respond. Join us at the CE Savvy Summit: Audit Defence on September 17 for a deep dive into the latest audit trends, case studies, and defence strategies. Learn directly from leading experts and get practical tools to better protect your clients. Register by September 10 to take advantage of early-bird rates. Special pricing available for Diploma and Team member registrations.
The wealth management industry is facing a trust and service gap. A 2023 study reveals that only 6% of Canadian investors are receiving truly comprehensive advice from their wealth management professionals. Even among full-service clients, just 57% report having a financial plan and alarmingly, 43% of those don’t believe their advisor’s recommendations align with their best interests. These numbers tell a clear story: clients expect more, and advisors who fail to adapt risk losing both trust and business. At the Acuity Conference, Michael van Lierop, FDFS™, RWM™, of New Outlook Wealth, will present Practice Management – Time for Change, a session dedicated to closing these gaps.
As Chair of the Society of Real Wealth Managers, Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, RWM™, MFA-P™, FDFS™ brings both a global perspective and a deep commitment to redefining financial success beyond numbers on a statement. In this reflection, she draws on insights from a recent visit to Iceland, where economic policies, social systems, and cultural values intersect to create a society with exceptional financial security and quality of life - to explore what Canadian financial professionals and policymakers can learn about fostering true real wealth for all.
The trust tax landscape in Canada is undergoing its most significant transformation in years. Starting in 2025, all trusts will be required to file T3 returns - including those that historically did not file because there was no income to report, such as bare trusts. For tax and financial advisors, these changes represent both a compliance challenge and a business opportunity. Knowledge Bureau’s Filing T3 Trust Returns course provides the expertise you need to meet new obligations and help clients make smarter intergenerational tax and estate planning decisions.
Did you know that for graduates who earn a Designation from Knowledge Bureau, earning the credential is only the first step. To keep these designations active, graduates must complete an annual relicensing process. This ensures they remain up to date with legislative changes, regulatory requirements, and the highest standards of professional practice.
When choosing an online education provider in tax, bookkeeping, or financial services, it’s important to look beyond course content alone. At Knowledge Bureau, we offer a more structured, supportive, and applied learning experience—designed to help professionals strengthen their careers and deliver measurable value to clients. Here’s how each part of the Knowledge Bureau experience supports your professional growth:
Audit activity is on the rise—and the stakes are higher than ever. With a federal target to collect $3.75 billion through increased fines and penalties, along with widespread T-slip errors and confusion around capital gains, tax audits are expected to surge in 2025.Tax and financial advisors must be prepared to respond. Join us at the CE Savvy Summit: Audit Defence on September 17 for a deep dive into the latest audit trends, case studies, and defence strategies. Learn directly from leading experts and get practical tools to better protect your clients. Register by September 10 to take advantage of early-bird rates. Special pricing available for Diploma and Team member registrations.
