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.
For many years, the Canada Revenue Agency (CRA) has allowed taxpayers to voluntarily disclose errors and omissions on their tax returns, with the opportunity for reduced penalties and interest. There were some restrictions introduced back in 2018. But as of October 1st, 2025, changes to the process make it simpler for taxpayers to disclose unintentional filing errors and omissions, and there is a newly revised tax form to help.
As a distinguished advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2025 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2025 in Puerto Vallarta November 23-26. Learn more about them below:
Knowledge Bureau has a new program for new entrants to professional tax preparation and registration is now open. It has two parts: start with the 20 hour online course now, then join us for a peer-to-peer series of virtual classes to consolidate your knowledge! Here are the details – perfect for training new hires in tax preparation and accounting offices too.
There are many reasons not to miss the November 5 CE Summit. First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager Planning Tutorial included in this session. Take a look at the 17 critical topics you need to know to work with business owner clients:
Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:
The Financial Literacy Collection provides foundational knowledge in personal financial management, equipping professionals to better educate and guide clients through everyday money decisions. This program strengthens advisory relationships by building understanding, confidence, and long-term financial discipline. By enhancing client understanding, you can help to build advisory trust.
For many years, the Canada Revenue Agency (CRA) has allowed taxpayers to voluntarily disclose errors and omissions on their tax returns, with the opportunity for reduced penalties and interest. There were some restrictions introduced back in 2018. But as of October 1st, 2025, changes to the process make it simpler for taxpayers to disclose unintentional filing errors and omissions, and there is a newly revised tax form to help.
As a distinguished advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2025 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2025 in Puerto Vallarta November 23-26. Learn more about them below:
Knowledge Bureau has a new program for new entrants to professional tax preparation and registration is now open. It has two parts: start with the 20 hour online course now, then join us for a peer-to-peer series of virtual classes to consolidate your knowledge! Here are the details – perfect for training new hires in tax preparation and accounting offices too.
There are many reasons not to miss the November 5 CE Summit. First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager Planning Tutorial included in this session. Take a look at the 17 critical topics you need to know to work with business owner clients:
Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:
The Financial Literacy Collection provides foundational knowledge in personal financial management, equipping professionals to better educate and guide clients through everyday money decisions. This program strengthens advisory relationships by building understanding, confidence, and long-term financial discipline. By enhancing client understanding, you can help to build advisory trust.
