Family businesses are at the heart of Canada’s economy, yet most won’t survive beyond the first or second generation: 70% of wealthy clients will lose their wealth in the first generation that inherits. Worse by the third generation, 90% of it will be gone. When they fail, the impact extends far beyond the owners—employees, communities, and local economies all feel the loss. That’s why now is an ideal time to build your expertise in this area. The good news: you can learn more and earn CE Credentials with our limited-time 50% off Black Friday offer on the Advising Family Business course.
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
We’re excited to introduce a brand-new destination designed especially for Knowledge Bureau The Designate VIP Lounge. This is your all-access portal to learning, networking, and exclusive member benefits. Inside, you’ll find everything you need to stay current, connected, and recognized in your professional journey. Do you qualify as a relicensed designate? Check out your upcoming emails and relicensing package for your exclusive access!
In today’s competitive financial services industry, technical expertise alone is not enough. Clients expect professionals who can deliver comprehensive, practical solutions across multiple areas of tax and business accountancy. The Professional Practitioner Diploma from Knowledge Bureau is designed to meet that challenge head-on. Right now, you can get started for just $595 per course if you register by August 31.
On September 25 at 11 a.m. CST, financial professionals and thought leaders will gather for an insightful panel discussion focused on a transformative concept in wealth management: moving from ROI (Return on Investment) to ROL (Return on Life). This Meeting of the Minds session, titled Redefining What Real Wealth Means to You, aims to shift the conversation beyond numbers and portfolios toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind.
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.
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
We’re excited to introduce a brand-new destination designed especially for Knowledge Bureau The Designate VIP Lounge. This is your all-access portal to learning, networking, and exclusive member benefits. Inside, you’ll find everything you need to stay current, connected, and recognized in your professional journey. Do you qualify as a relicensed designate? Check out your upcoming emails and relicensing package for your exclusive access!
In today’s competitive financial services industry, technical expertise alone is not enough. Clients expect professionals who can deliver comprehensive, practical solutions across multiple areas of tax and business accountancy. The Professional Practitioner Diploma from Knowledge Bureau is designed to meet that challenge head-on. Right now, you can get started for just $595 per course if you register by August 31.
On September 25 at 11 a.m. CST, financial professionals and thought leaders will gather for an insightful panel discussion focused on a transformative concept in wealth management: moving from ROI (Return on Investment) to ROL (Return on Life). This Meeting of the Minds session, titled Redefining What Real Wealth Means to You, aims to shift the conversation beyond numbers and portfolios toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind.
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.
