The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
I had the opportunity to coach one of our Knowledge Bureau instructors this past weekend as she prepared to provide a basic tax and financial literacy lesson to a group of young people. The issue we spent the most time discussing: how to convey and discuss the importance of financial wellness and why that matters especially in these times? The answer required only one word.
Have governments effectively interpreted the financial effect of the pandemic on small businesses across Canada? It’s a question we asked you last month and we got well over 1000 responses. The answer was a resounding no from 96% of you. Here is what you told us...
If you are looking for that next professional development course that will help you provide high-value advice to your financially stressed clients, take the Pandemic Benefits Response Course online to sort through the chaotic myriad of benefits and all their pitfalls. Every professional in the tax, bookkeeping or financial services must know how to do that. Enrol by May 31 save $100.
Now is the right time to start a new conversation about retirement with your clients and give a high-value gift to move it forward. Get your copies of Master Your Retirement, Doug Nelson’s best-selling book – with a special offer.
The first ever Virtual CE Summit on May 13 garnered rave reviews. It featured 8 incredible thought leaders who offered cutting-edge guidance on providing clients with sound advice for tough times. Good news: you can still access the incredible online content and take until July 15 to finish your 10 CE Credits. More good news: we’re planning to host another Virtual CE Summit on September 30.
Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually. The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and either do your clients. Here’s why:
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
I had the opportunity to coach one of our Knowledge Bureau instructors this past weekend as she prepared to provide a basic tax and financial literacy lesson to a group of young people. The issue we spent the most time discussing: how to convey and discuss the importance of financial wellness and why that matters especially in these times? The answer required only one word.
Have governments effectively interpreted the financial effect of the pandemic on small businesses across Canada? It’s a question we asked you last month and we got well over 1000 responses. The answer was a resounding no from 96% of you. Here is what you told us...
If you are looking for that next professional development course that will help you provide high-value advice to your financially stressed clients, take the Pandemic Benefits Response Course online to sort through the chaotic myriad of benefits and all their pitfalls. Every professional in the tax, bookkeeping or financial services must know how to do that. Enrol by May 31 save $100.
Now is the right time to start a new conversation about retirement with your clients and give a high-value gift to move it forward. Get your copies of Master Your Retirement, Doug Nelson’s best-selling book – with a special offer.
The first ever Virtual CE Summit on May 13 garnered rave reviews. It featured 8 incredible thought leaders who offered cutting-edge guidance on providing clients with sound advice for tough times. Good news: you can still access the incredible online content and take until July 15 to finish your 10 CE Credits. More good news: we’re planning to host another Virtual CE Summit on September 30.
Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually. The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and either do your clients. Here’s why:
