Retirement Planning Is Getting More Complex, Are You Ready?
As Canadians face longer life expectancies, rising taxes, and increased financial uncertainty, retirement planning is no longer a single-event exercise—it’s a multi-stage, multi-generational process. Advisors are now expected to help clients not only accumulate wealth, but also grow, preserve, and withdraw it tax-efficiently over time. The DMA™ – Retirement & Estate Planning Specialist Program addresses this need by equipping professionals with the technical knowledge and advisory skills required to guide clients through some of their most important financial decisions. It’s a “next level” specialization you may wish to consider attaining.
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Q2 2026 - Important Tax Milestones
Most Canadians think of April 30th as the tax filing deadline and for the typical Canadian that’s true. But you well know that there are multiple dates which are important when it comes to filing tax documents and various payment dates. But April is full of important dates to pass along to your clients – no fooling!
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Class Action Suit vs CRA/Government of Canada
When you file tax returns on behalf of your clients, both you and they might assume that the information you submit to the Canada Revenue Agency will be protected. It is an unsafe assumption.
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Do You Enjoy KBR? 100% Said Yes!
Thanks for the accolades, Knowledge Bureau Report Readers – 100% of those who answered loved this publication. Below are some of your comments. P.S. Knowledge Bureau is introducing a new opportunity for readers to share their stories in Build Your Brand! Check out the new brochure.
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Save over 60%: The Magic of Tuition and CTC Tax Credits
Did you know that you can reduce the cost of your tuition fees by over 60% (depending on your province of residence, thanks to the refundable Canada Training Credit (CTC) and the non-refundable Tuition Fee Amount? This can substantially reduce your tuition fees payable, in particular here at Knowledge Bureau. Here’s how it works?
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