News Room

Tax Pros: Canada’s Tax System Has Taken a Big Hit

Canada’s tax and financial pros weighed in enthusiastically on last month’s two-part Knowledge Bureau Report Opinion Poll in which we asked: "Do you believe Canada’s tax system based on self-assessment, has suffered under recent changes at CRA and by Finance Canada?" 71% said yes. Part 2 was this question: "If so, what is the one wish you have for tax reform?" The responses were very interesting:

Tax: The Secret Ingredient to Resilience

Tax knowledge matters. It’s the hot value-add for anyone in the business of providing financial advice. Two new reports highlight why: the tax burden of the average Canadian is significant, and helping your clients understand key tax savings opportunities matters when implementing sound wealth management strategies today.

Are You an Influential Leader? It’s Quite Possible!

Good leaders are hard to find. It’s a secret ingredient for business and career growth because these skills can help you navigate the significant changes that are occurring in the economy today. Why does it matter? Because you will be better able to grow a highly engaged team for your mutual success. It's the key reason why the Business Builder Retreat (BBR), this November in Puerto Vallarta, is such an important learning opportunity. You’ll be treated to the wisdoms and experience of Knowledge Bureau author of the course Business Leadership, Culture, and Continuity, Joanne Sigurdson who will be joined by 7 other compelling speakers and holistic health practitioners to enlighten you as you build your strategic leadership skills.

DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist™

Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

Recession-Proofing:  Economic Resilience Key to Weathering a Potential Storm

With increasing fears of an imminent recession on the horizon, it is useful to remember September 15, 2008. That’s when the fourth largest investment bank in the U.S., Lehman Brothers, applied for the largest bankruptcy filing in U.S. history. It was a shock that exasperated the financial crisis that followed. Does the Canadian economy have the economic resilience to compete powerfully through another dramatic downturn? It’s the heady theme advisors will explore at this year’s Distinguished Advisor Conference, November 10-13 in Puerto Vallarta, together with 19 outstanding thought leaders. Meet them and their interesting topics in this Special Report.

DAC Delegates in the News -  Rosanna Sternat, CPA, CGA

Rosanna Sternat, CPA, CGA has attended the Distinguished Advisor Conference (DAC) for six consecutive years. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.

Why DAC? What Prior Delegates Have Said

DAC is an outstanding investment for advisors who wish to excel.  Who are they?  They are professionals dedicated to growing their services and careers with strategic insights and an outstanding national network.  Here’s what they have experienced at prior DACs:
 
 
 
Knowledge Bureau Poll Question

A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?

  • Yes
    24 votes
    92.31%
  • No
    2 votes
    7.69%