News Room

Donation Deadline Draws Near

There is still time to give and save money: mark your calendar for February 28.  That is the deadline date to make cash, cheque, money order donations  to your favorite charity and claim the deduction on your 2024 tax return.

Life Purpose

"Move fast and break things. Unless you are breaking stuff, you are not moving fast enough."  —Mark Zuckerberg

Hurry, Summer will soon be over — and so will the savings!

There has never been a better time to register for your summertime learning! Register before September 15 to save on tuition.

Win your way to DAC 2017!

It’s been a couple of months since we last ran our trivia contest for a chance to win attendance at the upcoming Distinguished Advisor Conference in Kelowna on November 5-8. So here is the question for August:

The New CE Summits are still the “Best Ever”!

Back in June, we told you that our popular Distinguished Advisor Workshops (DAW) were being renamed to CE Summits to bring you even more expert ideas. In case you missed it, here's everything you need to know:

People in the News

When commenting about the “Understanding Family Dynamics” course, David Bwamiki from Primerica said: “My objectives were met because the course presented real-life examples that I often encounter.”

Morneau’s Proposals Wreak Complexity on Canada’s Entrepreneurs

A Special Knowledge Bureau Report: Buried at the height of summer holidays, the Finance Department has released a significantly complex and potentially punitive proposal to change the integration of the personal and corporate taxation system for private enterprises and provided a mere 75 days to provide feedback. 
 
 
 
Knowledge Bureau Poll Question

In your view will the new U.S. tariffs affect your clients’ business and retirement plans?

  • Yes
    1100 votes
    66.34%
  • No
    558 votes
    33.66%