Strategic Partner Programs

We invite you to partner with us in providing Excellence in Financial Education!

Knowledge Bureau  loves to share news about the great educational initiatives with the outstanding firms we work.  Please read the comments from our partners below. Then consider collaborating with us in developing excellence in financial education for your channel of employees, associates, advisors or clients. 

Private Client
Software Vendors

Sun Life Financial

Trusted for generations

Sun Life Financial’s roots run deep in Canada, where our company began more than 150 years ago. Our business started with the sale of insurance and has expanded to offer wealth solutions and customized health programs to our clients. Today we are an industry leader touching the lives of millions of individuals and thousands of companies across the country – and many more millions of clients around the world.

As part of our commitment to ongoing professional development, Sun Life Financial has partnered with Knowledge Bureau to bring you Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high value advice. We are proud to partner with Knowledge Bureau and help advisors amplify their practice.
Samara Charters, Senior Manager, Strategic Business Development

AGF Investments Inc.

For nearly six decades, AGF has been providing asset management services to institutions and individuals around the globe.

AGF began as a single innovative idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. The American Growth Fund, created in 1957, was the first mutual fund in Canada to invest solely in U.S. equities and its initials, AGF, became the company's namesake.

Our founders, C. Warren Goldring and Allan Manford, set out to build a company that was innovative, focused on clients and driven by superior investment management. Under the leadership of Blake Goldring, Chairman and CEO, we continue our commitment to these ideals.

AGF has been delighted to have a committed partnership with the Knowledge Bureau over the last several years. They have helped to develop a robust program around tax, retirement and estate  planning, that encompasses sales tools, webcasts, and online calculators that financial advisors across the country use directly with their clients. In addition, continuing education for advisors is becoming increasingly important, especially in the face of CRM2, and the Knowledge Bureau has been providing CE credit modules, that thousands of advisors have taken advantage of through AGF. Our partnership has grown stronger, and continues to be an area of focus for AGF, especially today when proving the value of advice to clients to critical to the success of our industry.

Dynamic Funds

Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada's most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

Evelyn Jacks and her team of experts at The Knowledge Bureau have been a significant part of the success of Dynamic’s award winning Snapshots program. Snapshots is an online resource centre helping advisors provide customized and personalized advice and resources to clients at various life changing events. Evelyn and her team provided valuable in depth advisor education courses on a variety of the life events covered including Leaving a Job, Ailing Parent, Home Ownership and Disability. Their continuing education accredited courses have been taken by thousands of advisors across Canada who are interested in strengthening their relationships with clients by offering holistic advice as their clients’ lives change.

Liberty Tax

Founded in 1997 by CEO John T. Hewitt in Winnipeg, Manitoba. Liberty Tax is one of the fastest-growing tax preparation franchises and continues to prepare individual income tax returns at over 250 offices across Canada and 4,400 offices across North America. Liberty Tax and its nationwide network of about 3,500 seasonal tax preparers are ready to offer their assistance at any time. Liberty Tax also supports local communities with fundraising endeavours and contributes as a sponsor for many charitable causes.

For a more in-depth look at Liberty Tax Service, visit Follow Liberty Tax on Facebook at and on Twitter at

Partnering with Knowledge Bureau has been an outstanding success for Liberty Tax Service! 

As part of our partnership, we benefit from our sponsorship of the DAW meetings.  DAW allows us to sharpen our minds with current information which is well-presented, in-depth and relevant to our industry.  Evelyn's team of outstanding professionals make each event interesting and the information acquired at these meetings is used by our tax professionals every day.  DAW meetings are also a great networking opportunity for Liberty Tax Service to learn from other professionals and make those great connections that help us to build our business.

Erik Klumpe
Regional Director of Canada Operations



Association of Tax & Accounting Professionals (ATAP) is a collaborative and supportive Association of professional accounting and tax consultants operating independently across Canada. The Association provides qualified opportunities to members designed to enhance their professional development, continuing education, peer-to-peer networking and on-going member benefits in order to improve services to our respective clientele.

ATAP and Knowledge Bureau are pleased to announce their strategic educational alliance, which will bring professional development opportunities to ATAP members through certificate courses leading to the prestigious DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™ and MFA™ designations in specialized studies including tax, retirement, investment and business services.


Founded in January 2010, Calgary-based Trilogy Software Inc. creates tax software for accountants and tax professionals.

Trilogy launched DoxCycle source document management software in the fall of 2011 and TaxCycle T1 professional tax preparation software for personal tax returns in the 2012-13 filing season. T2 corporate tax and T4/T4A, T5 and T5018 t-slips returns came for the 2013-14 filing season. In 2014-15, the line-up expanded to include T3 trust returns, T3010 charity returns and T5013 partnership returns.


While we provide many means for our clients to educate themselves and their staff on how to use TaxCycle, we do not provide specific training in taxation. As an Education Partner, the Knowledge Bureau provides our clients with not only access to up-to-date tax information and commentary through EverGreen, but also a means for our clients to provide ongoing tax training to new staff. In addition, they assist seasoned staff looking to continue their learning journey and enhance their portfolio of services to their clients.

Knowledge Bureau provides our clients with tax training for new staff,  as well as seasoned staff looking to enhance their portfolio of services to their clients.  That’s why we are a proud contributor to the Distinguished Advisor Workshops (DAW).

Marc Labrecque, Sales Director, Trilogy Software.


Intuit is a leading software provider of business and financial management solutions for accounting, bookkeeping and tax professionals, small and mid-sized businesses, and consumers.

We offer a full suite of financial software products for accountants and tax professionals. 
Our premium tax software ProFile, includes T1s, T2s, T3s, and Other Forms.  Our robust accounting software packages include QuickBooks Desktop, and cloud based QuickBooks Online Accountant Edition.

Intuit also has special ProAdvisor Programs designed specifically for Canadian accounting and tax professionals. The ProAdvisor Program provides its members with unique discounts, premium phone support, online and live community support, complimentary marketing tools and access to live training and webinars.

Intuit is very proud to partner with the Knowledge Bureau and is dedicated to supporting initiatives focused on building financial excellence in training and development for bookkeeping, and tax professionals. We look forward to contributing and supporting the Knowledge Bureau this year.

Scott Zandbergen, Intuit Group Marketing Manager