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Earn your DFA-Tax Services Specialist™ Designation and expand on the role of a traditional tax professional. Offer holistic tax filing planning services to help families reduce taxes and supplement low income by taking advantage of all available credits.View PDF Go To Page
Qualified professional bookkeepers with deep knowledge to help business owners stay onside with the CRA and on top of their financial statements are in high demand. Take a bold step: earn your DFA-Bookkeeping Services Specialist™ Designation.View PDF Go To Page
Highly qualified specialists in tax compliance and planning with corporate owner-managers and incorporated professionals are in high demand. Take a bold step to a new career or business venture: earn your MFA™-Business Services Specialist Designation.View PDF Go To Page
Clients need professionals who can guide them to accumulate, grow, preserve and then withdraw tax-efficient retirement income throughout their lifetime and that of their survivors. Earn your MFA™-Retirement and Succession Services Specialist Designation.View PDF Go To Page
Join Canada’s leading experts on tax, retirement, and estate planning to discuss, interpret and strategize on the breaking developments in personal, corporate and cross border tax, supplemented with the latest news on economic, financial and technical advances by renowned experts and instructors who will ensure you are up-to-speed.View PDF Go To Page
A new economic and financial system is emerging. We'll help you master it with confidence. Join us October 28-30, 2020 at Niagara Falls.View PDF
The Society of Real Wealth Managers™ is a national network of highly-trained professionals from the tax, bookkeeping, and financial services who are subject matter specialists that share common knowledge, tools, and best practices.View PDF