News Room

Confirmed:  The CCR for Small Business is Tax Free

Ottawa has confirmed that the CCR for Small Business received by eligible Canadian-controlled private corporations (CCPCs) will be tax free for the 2019-20 to 2023-24 fuel charge years, as will the final payment for the 2024-2025 fuel charge year.  Draft legislation was released on June 30, 2025 with this announcement; and will be introduced for law making in Parliament this Fall.   Some of the more significant details are discussed below.

How to Enrich Your Retirement: Get a Degree and Work for Government

Getting a university degree and then working in the public sector will make you richer in retirement, especially if you settle down and live as a couple. Highly educated people working in public administration, education, health care and social assistance will have higher incomes, more generous defined benefit plans, and more money to buy other wealth-enhancing assets, too.

The Distinguished Advisor Conference Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Keeley Doherty of Rorabeck Wealth Advisory Group, BMO Nesbitt Burns, and Brandon Silbermann, a financial advisor at Stockman Financial Services Ltd. and Manulife Securities Investment Services Inc., both located in Toronto, have been selected as the two inaugural winners of THE DAC YOUNG ADVISORS AWARD.

Lisa McKee: “The Client is King,” Key to Quality Customer Service

FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.

Trust planning needs review after tax changes

Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.

Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

Seven Ways to Fund Higher Education – Part 2

The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    23 votes
    100%
  • No
    0 votes
    0%