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!
Last week we introduced you to the thought leaders that will be taking the virtual stage at DAC 2021, but that’s not the only action that will be happening at Canada’s most innovative virtual conference from October 17-19. As last year’s attendees can attest to – we’ve brought the networking fun of a live event to a virtual environment. Here are some of the highlights you don’t want to miss out on:
Some important things have been happening to kick the summer off for Knowledge Bureau students and graduates: June 30 is the relicensing deadline for designates who must meet the 15 annual CE credit requirement and submit their Certificate of Attestation by this date. Check out the handy Q&A Relicensing Guide below and remember to send in your Attestation to Standards of Conduct. We hope your professionalism continues to inspire new students to join the ranks of these esteemed credentialled professionals across the nation, by earning their designation, too.
More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left very insightful comments about the important role of public pensions in financial health in retirement.
Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors: The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
According to a recent report from Statistics Canada relating to enterprises in the first quarter of 2021, there are many businesses thriving in spite of the pandemic. Consider the financial sector which recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
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?
Last week we introduced you to the thought leaders that will be taking the virtual stage at DAC 2021, but that’s not the only action that will be happening at Canada’s most innovative virtual conference from October 17-19. As last year’s attendees can attest to – we’ve brought the networking fun of a live event to a virtual environment. Here are some of the highlights you don’t want to miss out on:
Some important things have been happening to kick the summer off for Knowledge Bureau students and graduates: June 30 is the relicensing deadline for designates who must meet the 15 annual CE credit requirement and submit their Certificate of Attestation by this date. Check out the handy Q&A Relicensing Guide below and remember to send in your Attestation to Standards of Conduct. We hope your professionalism continues to inspire new students to join the ranks of these esteemed credentialled professionals across the nation, by earning their designation, too.
More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left very insightful comments about the important role of public pensions in financial health in retirement.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
According to a recent report from Statistics Canada relating to enterprises in the first quarter of 2021, there are many businesses thriving in spite of the pandemic. Consider the financial sector which recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
