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.
Resources for family caregivers in Canada are improving— a necessity, considering three in ten people over the age of fifteen have taken on the responsibility of caring for a family member, according to a 2012 Statistics Canada report.* However, the Employment Insurance Family Caregiver Benefit and the Canada Caregiver Credit continue to be underutilized and poorly understood.
Ian Wood, Assistant Vice President, Business Development, at Cardinal Capital Management, Winnipeg, is a graduate of Knowledge Bureau’s Master Financial Advisor (MFA™) and Real Wealth Manager (RWM™) programs. He says that his Knowledge Bureau education has helped him differentiate himself from his competitors, by providing him with a more detailed understanding of tax and financial planning topics. Here’s his story.
What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?
The Independent Financial Brokers of Canada (IFB) and Knowledge Bureau are pleased to announce a strategic educational alliance to bring a new academic path to the continuing professional development of over 4000 IFB members.
Millennials – rather than boomers - are rocking the retirement planning landscape. But they’re leaving a lot of money on the table because they favour DIY approaches that don’t pay off. This demographic can benefit from professional advice; the challenge is engaging them.
Entrepreneur Lilian da Silva of Cambridge, Ontario is a recent graduate of two Knowledge Bureau’s courses, Bookkeeping for Small Business and Advanced Payroll for Small Business. She is so excited about her future, and ready to start her third course for her first diploma. Here’s her story:
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?
Resources for family caregivers in Canada are improving— a necessity, considering three in ten people over the age of fifteen have taken on the responsibility of caring for a family member, according to a 2012 Statistics Canada report.* However, the Employment Insurance Family Caregiver Benefit and the Canada Caregiver Credit continue to be underutilized and poorly understood.
Ian Wood, Assistant Vice President, Business Development, at Cardinal Capital Management, Winnipeg, is a graduate of Knowledge Bureau’s Master Financial Advisor (MFA™) and Real Wealth Manager (RWM™) programs. He says that his Knowledge Bureau education has helped him differentiate himself from his competitors, by providing him with a more detailed understanding of tax and financial planning topics. Here’s his story.
What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?
The Independent Financial Brokers of Canada (IFB) and Knowledge Bureau are pleased to announce a strategic educational alliance to bring a new academic path to the continuing professional development of over 4000 IFB members.
Millennials – rather than boomers - are rocking the retirement planning landscape. But they’re leaving a lot of money on the table because they favour DIY approaches that don’t pay off. This demographic can benefit from professional advice; the challenge is engaging them.
Entrepreneur Lilian da Silva of Cambridge, Ontario is a recent graduate of two Knowledge Bureau’s courses, Bookkeeping for Small Business and Advanced Payroll for Small Business. She is so excited about her future, and ready to start her third course for her first diploma. Here’s her story:
