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 Centre of Excellence
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.

Prescribed Interest Rates Remain Unchanged

By: Walter Harder Posted in: Breaking News, Economic News, Investment & Retirement, Tax Planning, Current Issue
For the seventh quarter in a row, the prescribed interest rates remain unchanged. 

Multi Generation Planning, Millennial Millionaires and More at DAC

Posted in: Breaking News, Current Issue
The 2015 Distinguished Advisor Conference agenda is coming together nicely. Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar.

OAS to Increase by $1.13 per Month

By: Walter Harder Posted in: Breaking News, Economic News, Current Issue
Seniors will see an increase in their monthly OAS cheques in July, but they’ll have to resort to the 99-cent menu to buy anything with the extra pension.

It’s Official: April 15 Federal Budget Receives Royal Assent

By : Karen Milner Posted in: Breaking News, Economic News, Current Issue
Royal Assent was given on June 24, 2015, for the measures announced in the April 21 federal budget, thereby officially legislating the Economic Action Plan 2015 Act, No.1.

Fall Distinguished Advisor Workshop (DAW): Family Business & Year End Planning

Posted in: Breaking News, Current Issue
The number of family businesses in Canada is growing! Yet, there are real issues around succession, business valuation and the financing of heirs that advisors and their clients need to be discussing now.

Voluntary CPP Premiums A Hot Topic

By : Karen Milner Posted in: Breaking News, Investment News, Current Issue
Knowledge Bureau’s June opinion poll elicited a larger-than-average number of responses from readers, with 341 people casting votes on the following question: The federal government is considering making additional contributions to the Canada Pension Plan (CPP) voluntary. Do you think this is a good idea?