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Avoiding Conflicts of Interest: Advisor Education is the Vital Link

Recently, an article in the Globe and Mail regarding The Australian Royal Commission into misconduct in the banking, superannuation and financial services industry caught my interest. It provided perspective on the Royal Commission’s findings and recommendations, as well as comments from Ian Russell, President and Chief Executive Officer of the Investment Industry Association of Canada (IIAC). On closer look at the final report, there was something new to consider in combatting misconduct.

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Paper Filing: A Right or a Problem of the Past?

If your clients are looking for paper copies of this year’s tax forms at the post office, they may be out of luck. Despite many locations posting advanced notice that they would be providing a limited number of paper forms this year, it is particularly concerning that some locations ran out early in the tax season. Some argue that the most vulnerable Canadians may be the most affected by these shortages.

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Graduate in the News – Zay Aquino, DFA – Tax Services Specialist™

If you’ve ever been to the Knowledge Bureau headquarters, you’ve probably met Zay Aquino. Zay is not only an honours graduate of Knowledge Bureau’s DFA – Tax Services Specialist™ designation, but also our very own Accounting Manager. Zay’s educational journey is an interesting story.

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