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Financial Issues & Answers for Everyone
A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Mid-Summer Reviews: When to Collect OAS and CPP
Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.
Paring down: When and How to Deregister from the HST
Businesses with revenue over the small supplier threshold ($30,000 in worldwide revenues over four consecutive calendar quarters) must register for, collect, and remit GST or, in participating provinces, HST. However, there are circumstances where a business may choose—or be required—to deregister. This article explains when and how deregistration happens, the consequences, and the steps involved.
Guiding Clients Through Final Returns & Benefits
Death and taxes. You know the saying. As tax professionals, it’s up to you to walk your clients through what can be a lengthy and emotional process. Your role in helping clients get the affairs of the deceased in order cannot be overstated. Over the coming weeks, we’ll look at some of the complexities that arise. Importantly, this is a conversation to have—if possible—before the death of a taxpayer.
The Globetrotting Investor: Navigating the Complexities of Cross-Border Wealth
As more Canadians pursue opportunities abroad—whether it’s purchasing a villa in Portugal, a beach house in Italy, or investment property in Israel or the U.S. - advisors are increasingly being called upon to manage the tax and compliance challenges that follow. Capital is mobile, but taxes are not, and the complexity of cross-border investment planning has never been greater. That’s why the CE Savvy Summit on September 17, 2025 will feature a timely session, The Globetrotting Investor, led by Dr. Dean Smith, PhD, CFP, TEP, CPA, CA, RWM™, FDFS™, to help advisors navigate these growing challenges with confidence.
Stand Out in a Competitive Market with the Professional Practitioner Diploma
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
