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.
Unfortunately, Senator McCallum has informed us she is unable to attend the Distinguished Advisor Conference this year. Instead we will hear from Dan Collison who will speak to this important topic: YOUR NEW IDEAL CLIENT: How Constructive Listening Helps Engage Culturally Diverse Clients. Check it out and register by October 31!
The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients. His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.
It’s almost unanimous among tax and financial advisors who strongly believe that Canada needs tax reform to create a fair, simple and certain tax system for people of all income levels.
There is a very bright future for the tax preparer who makes a great decision to become the Tax Services Specialist of the future. But, to offer the best advice in that regard, tax specialists must have more than precise technical skills.
Knowledge Bureau is pleased to announce that Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, Securities Specialist and Qtrade Advisor with Great-West Life and London Life, has been selected as the 2018 winner of the DAC Young Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Quebec City, November 11 - 14.
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?
Unfortunately, Senator McCallum has informed us she is unable to attend the Distinguished Advisor Conference this year. Instead we will hear from Dan Collison who will speak to this important topic: YOUR NEW IDEAL CLIENT: How Constructive Listening Helps Engage Culturally Diverse Clients. Check it out and register by October 31!
The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients. His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.
It’s almost unanimous among tax and financial advisors who strongly believe that Canada needs tax reform to create a fair, simple and certain tax system for people of all income levels.
There is a very bright future for the tax preparer who makes a great decision to become the Tax Services Specialist of the future. But, to offer the best advice in that regard, tax specialists must have more than precise technical skills.
