November 2025 Poll

Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?

Knowledge Bureau and Manulife are pleased to announce that Joseph Alfie (left), B.Com. of Myriad Private Wealth/HollisWealth in Montreal, Quebec, and Jonathan Earle, B.Sc, P.Eng, MBA, CFP®, CIM®, a financial advisor with Bell Financial/Manulife Securities Incorporated in Aurora, Ontario, have been selected as the 2017 winners of THE DAC YOUNG ADVISORS AWARD, to be awarded at the Distinguished Advisor Conference (DAC) in Kelowna, B.C., November 5 - 8.

Upgrading your education and skills through a post-graduate degree can be prohibitively expensive. Many are turning to self-study courses as a better way to secure future-proof jobs through hands-on learning.

Creating opportunities for the financial services industry to thrive despite current and upcoming threats, means recognizing and fostering the development of other innovative, creative and entrepreneurial minds. We’d like you to share your thoughts on our new Executive Business Builders Network.

Brian Dunn, ‎DFA-Tax Services Specialist, on the benefits of the T1 Professional Tax Preparation course:

The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.

Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.