News Room

This Month’s Poll

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

Knowledge Bureau Highlight: Kathy Lloyd

Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.

Win a Pot of Gold from Knowledge Bureau

We’re celebrating the Luck of the Irish all month at Knowledge Bureau.  Enter our draw for a real pot of gold! 

MB Budget:  April 30 -  Senior Sweeteners Announced

The 2015-2016 Manitoba provincial budget is scheduled to be tabled on April 30, 2015, but some of the goodies are already out of the bag.

Audit-Proofing:  It’s About the Retrieval

There is very little that sends butterflies flitting through the stomach like that little brown envelope from CRA saying “we would like to take a closer look at your tax returns.” 

Court Concludes That Testator Accidently Burned Will

We all make mistakes, but what are the chances of accidently setting your original Will alight without the intention of revoking it?

Rethinking Professional Relationships in Retirement

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them. 
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    2 votes
    100%
  • No
    0 votes
    0%