Life Purpose

By : Knowledge Bureau Staff Posted in: Strategic Thinking
"I am grateful for the blessings of wealth, but it hasn't changed who I am. My feet are still on the ground. I'm just wearing better shoes.” - Oprah Winfrey

Big Tax Refund?  Make Room to Plan Education Savings

By : Knowledge Bureau Staff Posted in: Breaking News
The RESP may become a more important savings vehicle in 2017 now that the Education and Textbook Credits are playing out their swan song on the 2016 tax return.  Remember, you can still claim tuition fees and transfer up to $5000 to supporting individuals, however, with the reduced tax benefits in 2017, a fresh look at the RESP is worthwhile.

CRA Starts Tracking Tax Cheats by Fingerprinting April 1, 2017

By: Evelyn Jacks Posted in: Breaking News
It’s no April Fool’s joke:  fingerprints of convicted tax cheats will be recorded in the Canadian Police Information Database (CPID), and accessible by Canadian police and border guards as well as some foreign agencies including the US Homeland Security department starting April 1, 2017.

Federal and Provincial Budget Changes Begin

By : By Evelyn Jacks and Walter Harder Posted in: Breaking News
The federal government has announced that the 2017 federal budget will be delivered on March 22.  However, this week, a change related to mineral tax credits was already announced; as well, some provinces are going ahead with their budget announcement dates; most recently Manitoba.

Spotlight on Canadian Financial Authors: Rick Atkinson

By : Rick Atkinson Posted in: Breaking News
In Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors and celebrate Financial Advice at the Crossroads of Change at DAC Nov 5-8 in Kelowna.  This week:  Rick Atkinson discusses:  WHY SEASONALITY MATTERS WHEN YOU RETIRE

Distinguished Advisor Conference, Nov 5-8 in Kelowna: Financial Trivia Contest

By : Knowledge Bureau Staff Posted in: Breaking News
Enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.