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NEW!  CE SAVVY PD™ - A Review by Tony Mahibir, CEO of CANFIN Financial

“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations. Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete what could otherwise be boring topics …. because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”

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DAC Acuity 2022: The Changing Faces of Wealth

On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD,  on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.

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New Course: Personal Pension Planning (PPP®) for Corporate Owner-Managers

The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.   

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DAC Acuity 2022: Tax Planning & Compliance – The Tax Quagmire for Ex-Pats

Annual dinner and announcement of 2022 Designates and Graduates with Dr. Dean Smith on Sunday Oct 16 at DAC Acuity 2022, plus a session on Monday led by Dr. Smith covering tax planning and compliance with a focus on ex-pats.

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