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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.

This Week’s Edition of KBR:

This Month’s Poll

Is the new Canada Groceries and Essential Benefit the right solution to help Canadians with inflation?

Yes: 7 votes

7.53%

No: 86 votes

92.47%

Cast Your Vote

Pre-Budget Consultations Now Underway!

Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.

Meet the New Boss at CRA

The Canada Revenue Agency is getting a new boss. Prime Minister Mark Carney has appointed Heather Evans, LLB, LLM as the new head of the agency. She moves from her post as executive director of the independent Canadian Tax Foundation, a job she’s held since 2016. She takes over from Jean-Francois Fortin who has been serving as acting commissioner since March 31. She, like our own Evelyn Jacks, is also recognized as one of the 44 Best Thought Leaders on Tax Strategy in Canada.

A Primer on RESPs and Other Savings Opportunities

Back to school time is just around the corner! For those who saved for future that includes post-secondary education, the tuition fees sting less when your high school graduate starts post-secondary school this fall. More can always be done, however to prepare families at the start of this journey. The benefits of the Registered Education Savings Plans (RESPs), and other savings opportunities, is a good financial planning topic this summer. Here’s a primer:

Acuity 2026 (DAC) Brings Together Canada’s Leading Multidisciplinary Advisory Community

The Acuity Conference for Distinguished Advisors (DAC) is Canada’s preeminent conference for advisors from the tax, financial services and it will be held in Victoria, B.C. November 22–24. Be sure to join one of Canada’s most unique multidisciplinary educational and networking experiences and save money by registering before September 30.

Micro-Courses Have a Big Impact

Today’s financial advisors is an education, an advocate and a steward of client resources. But tax laws are in continuous flux, regulations evolve, and client expectations shift in response to complex life events. For today's advisors, continuing education isn't something that happens once a year to meet CE Credit requirements. It's an ongoing part of delivering confident, informed advice. That's where CE Master Micro-Credentials come in, together with a July 31 tuition offer.

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Knowledge Bureau News Network

Financial Issues & Answers for Everyone

This Week’s Edition of KBR:

This Month’s Poll

Is the new Canada Groceries and Essential Benefit the right solution to help Canadians with inflation?

Pre-Budget Consultations Now Underway!

Meet the New Boss at CRA

A Primer on RESPs and Other Savings Opportunities

Acuity 2026 (DAC) Brings Together Canada’s Leading Multidisciplinary Advisory Community

Micro-Courses Have a Big Impact

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