News Room

Opportunity: Canadian Dollar Stabilizes, Somewhat

Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.  

Distinguished Advisor Conference: Young Advisors Award Winners Announced!

Knowledge Bureau and Manulife are pleased to announce that Joseph Alfie (left), B.Com. of Myriad Private Wealth/HollisWealth in Montreal, Quebec, and Jonathan Earle, B.Sc, P.Eng, MBA, CFP®, CIM®, a financial advisor with Bell Financial/Manulife Securities Incorporated in Aurora, Ontario, have been selected as the 2017 winners of THE DAC YOUNG ADVISORS AWARD, to be awarded at the Distinguished Advisor Conference (DAC) in Kelowna, B.C., November 5 - 8.

How to Grow Your Career Without More Education Debt

Upgrading your education and skills through a post-graduate degree can be prohibitively expensive. Many are turning to self-study courses as a better way to secure future-proof jobs through hands-on learning.

Thought Leaders: Do You Have an Entrepreneurial Mindset?

Creating opportunities for the financial services industry to thrive despite current and upcoming threats, means recognizing and fostering the development of other innovative, creative and entrepreneurial minds. We’d like you to share your thoughts on our new Executive Business Builders Network.

People in the News: Brian Dunn

Brian Dunn, ‎DFA-Tax Services Specialist, on the benefits of the T1 Professional Tax Preparation course:

OAS Estimates for Fourth Quarter

The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.

Retirement Advice Key as Canadians Fall Short on Savings Goals

Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    343 votes
    69.86%
  • No
    148 votes
    30.14%