Financial Pros Push for Canadian Tax Reform
It’s almost unanimous among tax and financial advisors who strongly believe that Canada needs tax reform to create a fair, simple and certain tax system for people of all income levels.
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Tax Specialization: Soft Skills are Equally Important
There is a very bright future for the tax preparer who makes a great decision to become the Tax Services Specialist of the future. But, to offer the best advice in that regard, tax specialists must have more than precise technical skills.
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DAC Young Advisors Award Winner Announced
Knowledge Bureau is pleased to announce that Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, Securities Specialist and Qtrade Advisor with Great-West Life and London Life, has been selected as the 2018 winner of the DAC Young Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Quebec City, November 11 - 14.
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New Gift Planning Designation for Advisors
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce their collaboration to introduce a new professional designation for the financial services sector. The MFA™ Strategic Philanthropic Services Specialist designation will denote specialized professional credentials to develop plans for individuals and families interested in strategic philanthropy.
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