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!
National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com. The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.
Join us for an exclusive night out with Knowledge Bureau President Evelyn Jacks and Chef Massimo Capra on October 15th in beautiful Niagara Falls. This dinner is limited to 20 guests, so confirm your attendance at DAC and your reservation as soon as possible. Here are the details of the delicious extravaganza; plus, check out the outstanding agenda too!
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice with Knowledge Bureau’s newly released Professional Entry level course.
Knowledge Bureau Report will be on a summer vacation next week, but Knowledge Bureau is open for your questions, registrations in courses and student support, as usual. Here’s an opportunity to review your August summer school options and under your belt before the fall, with some new offerings from Knowledge Bureau:
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?
National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com. The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.
Join us for an exclusive night out with Knowledge Bureau President Evelyn Jacks and Chef Massimo Capra on October 15th in beautiful Niagara Falls. This dinner is limited to 20 guests, so confirm your attendance at DAC and your reservation as soon as possible. Here are the details of the delicious extravaganza; plus, check out the outstanding agenda too!
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice with Knowledge Bureau’s newly released Professional Entry level course.
Knowledge Bureau Report will be on a summer vacation next week, but Knowledge Bureau is open for your questions, registrations in courses and student support, as usual. Here’s an opportunity to review your August summer school options and under your belt before the fall, with some new offerings from Knowledge Bureau:
