By Invitation Only:

Receive Knowledge Bureau Report
in your inbox
Sample an online Certificate Course.
Earn 2 CE credits
    Course Trial
First Name Last Name
Email Industry Type
Phone Number Company

Knowledge Bureau Report

We Report, We Teach, We Tweet.

Knowledge Bureau is your leading financial education network. We cover the most current issues in the tax and financial services landscape, interpret them and bring the highlights right to you. You’ll learn about taxes, investing, retirement, estate and business planning.

Stay in the know with the Knowledge Bureau Network. Get breaking news by email, use practical tools for answers, read influential blogs, take quizzes, watch short financial lessons, learn professional skills online, at regional workshops and conferences.

2015 Federal Budget Overview

By: Evelyn Jacks Posted in: Breaking News, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, economy, Budget 2015
Tax breaks and economic incentives have been peppered throughout Canada’s pre-election budget document with savers, seniors and small business corporations emerging as big winners. 

Budget 2015 - Detailed Personal Tax Roundup

By: Walter Harder Posted in: Breaking News, Economic News, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, Tax, Budget 2015
Self-sufficiency in self-funding future retirements is clearly an issue and the big news coming out of this budget is the opportunity to do so.

Budget 2015: What’s in it For You

By: Evelyn Jacks By : Karen Milner Posted in: Breaking News, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, TFSA, Budget 2015
How did the Pre-Election Budget help you? We've included several scenario's in this report to help you consider whether you were a winner. 

Scenario 1: Young Couple No Children

By: Walter Harder Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, Personal Tax, Budget 2015
Michael and Jessica are a young couple living in their condo in Vancouver.  How will the budget affect them?

Scenario 2: A Young Family

By: Walter Harder Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, Personal Tax, Budget 2015
Matthew and Ashley live in Winnipeg. They have two children, ages 3 and 5.  They own their own home. 

Scenario 3:  Retired Couple with RRIFs

By : Karen Milner Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, Budget 2015, RRIF
Brian and Patricia retired a few years ago.  Brian is 74 and Patricia is 72.  The couple live in Halifax, NS and have RRIF balances of $300,000 and $400,000 respectively.