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Issues Based Technical Training Events Held Quarterly

Join Knowledge Bureau President, Evelyn Jacks and Special Guest Experts who will deliver technical expertise in a live virtual formatthat you can immediately apply. It’s an opportunity to engage in issues-based technical training of critical importance to your clients enhanced by Q&As and polls.


Line up your continuing education for the year and save on tuition. Check out CE Summit event passes!

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Why is this Timely?

The CE Summits address timely issues affecting financial decision making today and for years to come.

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

What’s Included?

Receive outstanding year-end tax planning information from the top experts in personal and corporate tax, and retirement and estate planning, plus:

CE Credits*: IIROC, Insurance Councils, Knowledge Bureau, and other professional organizations.

Post-session: special tuition fees for online studies.

Outstanding networking opportunities with a diverse audience.

*CE Credits are pending approval by regulators.

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