USMCA Makes Progress for Aboriginal and Indigenous Inclusivity

The USMCA trade deal negotiated last week is being touted the “most inclusive international trade agreement for Indigenous peoples developed to date”. It’s evidence that Canadians are truly ready to rise above their privilege for social justice, and a topic Senator Mary Jane McCallum will discuss at the Distinguished Advisor Conference next month.

The Right Professional Education for a New Economy

The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.

Graduates in the News – Troy Harrison

Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients.  His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.

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.

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.

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.

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.
Knowledge Bureau Poll Question

In discussing their year end investments, do you believe Canadians understand their capacity for risk taking?

  • Yes
    11 votes
  • No
    80 votes