We are passionate about sharing world class financial education because it is a critical life skill required to navigate a highly complex tax and economic environment. We help professionals and their clients make more knowledgeable and confident financial decisions to provide for and protect their families and their communities. Our three solutions for professional development led to the verifiable skills and new credentials needed to empower new professionals in the industry, and accelerate business building goals.

We are committed to bringing world class financial education to the Advisor of the Future:

Commitment to a Pathway to Deep Holistic Knowledge. Knowledge Bureau provides comprehensive training to provide professionals with the experience to deliver a holistic solution to ongoing family wealth management.

Commitment to Raising Professional Standards in The Financial Services.  Knowledge Bureau graduates differentiate themselves with the most current knowledge, enabling them to adapt to continuous change in the regulatory and tax landscapes through knowledge and collaboration with industry sectors.

Commitment to Educating to Transformative Change. Since inception, Knowledge Bureau’s Virtual Campus has delivered education that reflects transformative change in technology as well as regulation. In the tax industry, for example, fewer than 6% of Canada’s 31 million tax returns are now paper-filed and the financial transactions Canadians make in banking, investing, real estate, business and cross-border matters are increasingly digital and global. This requires a continuing educational approach to change management.

Commitment to financial literacy.  In times of great change, individuals must transition their financial and wealth planning goals to meet the impact of economic trends on their changing life events. That’s why Knowledge Bureau has produced a number of best-selling tax and financial planning books, blogs, newsletters, articles, podcasts and micro-courses - for both individuals and professionals.

Commitment to social responsibility.  Knowledge Bureau shares breaking tax and financial information as a service through Knowledge Bureau Report and our extensive volunteering in the media to explain and interpret financial news to meet the challenges of economic disruption and change.