Need Help with Business Expansion?

Canadian business owners and advisory professionals are facing mounting pressure in a rapidly changing economy, especially in the tax and financial services. Many entrepreneurs are trying to make the decision: sell or scale to grow? It’s well worth the investment of a half day at the Business Builder Summit to think more deeply about your future in your industry.

The Backdrop. According to the Canadian Federation of Independent Business (CFIB), more businesses have been exiting the market than entering it since early 2024, while 55% of Canadian SMEs say they would not recommend starting a business in today’s environment. At the same time, AI, automation, compliance complexity, and changing client expectations are reshaping the advisory profession itself.

For decades, tax and financial professionals differentiated themselves primarily through technical expertise. But increasingly, clients are looking for more than technical answers — they want guidance through major life and business transitions, from retirement and succession planning to business growth, leadership, and financial resilience.

That shift is changing what it means to be a successful advisor.

In an environment where technical tasks are becoming increasingly automated, leadership skills, communication, strategic thinking, team development, and the ability to clearly demonstrate value may become the true differentiators for future-ready advisory practices.

That is the focus of the June 18 Business Builder Summit: Peak Your Performance, presented by Knowledge Bureau and The Personal Coach. Designed especially for independent financial advisors, tax practitioners, and entrepreneurial team leaders, the live-virtual event focuses on building stronger, more scalable businesses in today’s challenging operating environment.

Agenda at a Glance:

• Put Your Ideas Into Action with Strategic Business Planning - with Evelyn Jacks and April Lynn-Levitt
• Communicate Your Value to Your Next Ideal Client - with Lisa Mohammed and April Lynn-Levitt
• Power Up Your High Performing Team to Double Your Revenues - with Charlene Wolthuizen
• The Numbers Tell the Story: The Success Secrets in Your Financials - with Jenifer Bartman
• The Real Wealth Manager’s Journey
• New Client Generator: How to Develop a Consistent Flow - with Lisa Mohammed and April Lynn-Levitt
• A True-to-Life Case Study: How I Built My Business & My Business Skills - with special guest Doug Buss

Together, these sessions are designed to help professionals shift from reactive day-to-day operations toward more intentional leadership, scalable systems, clearer communication strategies, and sustainable business growth.

The program includes:

• A 5-hour live-virtual instructor-led event (recorded for replay)
• Up to 5 CE Credits with KB, CIRO, MFDA, AIC, FP Canada*
• An accompanying online course focused on leadership and business growth

As the advisory profession evolves, the firms most likely to thrive may not simply be those with the strongest technical capabilities, but those best equipped to lead through change, build resilient teams, and communicate value in an increasingly automated world.

Register by June 4 to save with early-bird tuition.

Learn more at:
learn.knowledgebureau.com/build