August 2025 Poll
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?21 Distinguished Speakers Think BIG
There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.
Spotlight: Winning With Women
In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.
Coaching In Financial Decision-Making
Boost your skills so that you can analyze and explain financial reports and provide the guidance your business clients need to grow. Enrol in Managerial Accounting today.
Is Your Retirement Income Forcasting Accurate Enough?
It makes a difference. Your clients might be undersaving – or oversaving at the expense of their peace of mind. This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation. Earn up to 30 CE/CPD credits!
Canadian Small Businesses Still Behind On CASL Compliance
58% of KBR voters in our July poll indicated that the Canadian Anti-Spam Legislation (CASL) will not affect their business or their clients.
21 Million Tax Returns Filed Online
More than half of Canadians are now using professional EFILE services to do their taxes and despite the Heartbleed bug, close to 7 million Canadians used NETFILE to transmit their returns.
