Knowledge Bureau

Knowledge Bureau Knowledge Bureau™ is Canada's leading national educational institute for continuing professional d

Knowledge Bureau™ is Canada's leading national educational institute for continuing professional development in the tax and financial services; focused on providing the cutting edge knowledge, skills and credentials required by advisors to help clients make tax-efficient financial decisions.

03/16/2026

Get Ready to Scale Your Business Growth with Plans That Work!

Prepare for What’s Next at the March 25 Business Builder Summit. Why?

Keep Pace with Change.
The tax and financial services industry is evolving rapidly with AI, regulatory shifts, and increasingly complex client needs. Growing your practice helps you stay responsive and adaptable.

Create More Capacity.
Reduce workload pressure, serve more clients effectively, and avoid turning away opportunities as demand grows.

Develop the Next Generation.
Build leadership within your firm to support continued growth, stronger collaboration, and long-term succession planning.

Register here: early bird ends today https://learn.knowledgebureau.com/courses/business-builder-plans-that-work

Knowledge Bureau is pleased to announce a new continuing professional development program in partnership with The Person...
02/24/2026

Knowledge Bureau is pleased to announce a new continuing professional development program in partnership with The Personal Coach | Financial Advisor Business Coaching. This half-day virtual event on March 25 is especially for tax and financial services professionals ready to grow from practitioner to leader!

Check out the detailed agenda and register by March 16 for early-bird savings! https://learn.knowledgebureau.com/courses/business-builder-plans-that-work

At this Business Builder Summit, you'll learn to shift your mindset from “doing” to “building” a high-growth financial services practice. The secret? Strategy, process and focus on amplifying your market reach, leveraging both your team and technology to invigorate your advisory practice.

In just 5 hours you will gain confidence, amplify your business acumen and envision your new-found freedom, learning with a national audience of like-minded entrepreneurs and our world class financial educators,and experienced practice management coaches. Plus, check out the program benefits for additional educational resources from Knowledge Bureau and The Personal Coach.

Registration is open this week. Don't miss the first event for the T1 Tax Preparation School for Professionals: February...
01/26/2026

Registration is open this week. Don't miss the first event for the T1 Tax Preparation School for Professionals: February 4 - Rookie Tax Training
Families, Employees & Investors

Registration and detailed agenda: https://lnkd.in/gtiJFYWi

Register by January 31 to save $100 Off Individual Event Tuition or Take the Full Program and Save 64%

Why Attend?
Learn how to confidently file simple tax returns at a high level. This CE Savvy Mini Summit – the first in a series of four focused on tax form filing techniques - is perfect for anyone new to personal tax filing and especially valuable for career development in the tax preparation or financial services industries.

Check out the Agenda at a Glance below. Delivered by esteemed instructors Douglas V. Nelson and Ruth Horst:
About Canada’s Digital Tax System
Reporting Income
Introduction to Claiming Deductions
Introduction to Non-Refundable Tax Credits
Reporting Income from Self-Employment
Introduction to Capital Gains Reporting
Introduction to Reporting Income from Rental Properties

Accreditation: Earn 5 CE Credits per CE Summit, 20 CE Credits for the Fundamentals Course; third party accredited.

Call 1.866.953.4769 for personal assistance.

09/29/2025

⏰ Early-Bird Deadline is Tomorrow – September 30! Don’t miss your chance to register for the Acuity Conference for Distinguished Advisors, happening November 23–26 in Puerto Vallarta.

Check out this video for a glimpse of the powerful thought leadership you’ll experience at the event. We’re bringing together top experts from across the country to share insights, strategies, and inspiration that will elevate your practice and perspective.

Secure your spot before the early-bird deadline ends tomorrow! https://learn.knowledgebureau.com/pages/acuity-conference

Earn New Specialized Credentials and Technical Expertise in any of Four Vocations. Save up to 40% when you enrol in the ...
04/21/2025

Earn New Specialized
Credentials and Technical Expertise in any of Four Vocations. Save up to
40% when you enrol in the Full Program by June 15. https://lnkd.in/g2hyBVUk

Have you checked out our new podcast, Real Tax News?In this episode focused on GDP and economic growth:- Evelyn Jacks ex...
03/27/2025

Have you checked out our new podcast, Real Tax News?

In this episode focused on GDP and economic growth:
- Evelyn Jacks explains the importance of economic growth in Canada.
- What is GDP and why does it matter?
-Why isn't economic growth highlighted more in our mainstream media and
why don't we hear more about it from the various levels of government?

Listen now: https://podcast.knowledgebureaureport.com/2447772/episodes/16808064-real-tax-news-episode-8-gdp-and-economic-growth

And, don't forget to subscribe to Knowledge Bureau Report at for all the latest tax and economic news.

Unlock Your Potential in Canada's Financial Services! Take The Canada Income Tax Fundamentals Course and Transform Your ...
03/27/2025

Unlock Your Potential in Canada's Financial Services! Take The Canada Income Tax Fundamentals Course and Transform Your Career!

https://education.knowledgebureau.com/unlockyourpotential

Are You Facing These Challenges?

Limited Understanding of the Canadian Tax System? Gain clarity on tax laws and regulations in Canada.
Difficulty in Filing Your Own Taxes? Learn the steps to confidently file your taxes.
New to Canada and Unfamiliar with Local Job Markets? Get insights into job opportunities and career paths.
Challenges in Job Searching and Securing Employment in Financial Services? Equip yourself with the skills needed to thrive in the financial sector.

Featured Partnership Opportunity: Bring National Attention to Your Business as a Biz Mall (Bronze) Sponsor at the 2024 A...
06/11/2024

Featured Partnership Opportunity: Bring National Attention to Your Business as a Biz Mall (Bronze) Sponsor at the 2024 Acuity Conference for Distinguished Advisors. 1 Complimentary registration included ($2,500 value). Save until June 30 early-bird deadline: https://learn.knowledgebureau.com/pages/acuity-2024

Calling All Tax Accountants, Wealth Managers and Insurance Advisors…Don’t Miss the May 22 Virtual CE Savvy Summit! Save ...
05/13/2024

Calling All Tax Accountants, Wealth Managers and Insurance Advisors…

Don’t Miss the May 22 Virtual CE Savvy Summit! Save $$: RSVP by May 15 Early-bird deadline by registering here: https://learn.knowledgebureau.com/courses/ce-summit-may-2024-retirement-estate-planning
Take a Deep Dive on the June 25 Capital Gains Hikes to Answer Questions about Investment, Cottage, Business & Estate Planning with expert instructors Evelyn Jacks, Douglas V. Nelson, Carol Willes, B Comm, LLB, MBA, LLM, TEP

The hybrid learning program includes online course access + a live virtual event (recordings will be available). For best tuition prices: multi-event passes and team member rates. Check out all the details online, including the comprehensive agenda.

It’s no wonder that tax and financial professionals feel like they are advising with an obstructed view. The federal gov...
05/04/2024

It’s no wonder that tax and financial professionals feel like they are advising with an obstructed view. The federal government did not release details of the capital gains tax hike with their Budget Implementation Bill on April 30. With no release date in site, taxpayers still need to know: Should I sell or should I hold?

Learn more at the May 22 CE Summit, early-bird deadline: May 15. https://learn.knowledgebureau.com/courses/ce-summit-may-2024-retirement-estate-planning

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187 St. Mary's Road
Winnipeg, MB
R2H1J2

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