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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.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Tech & Tax: Career Opportunities Bright in Tax Preparation Industry
Tax complexity aside, there has rarely been a more promising career opportunity in the tax preparation industry than today, especially for younger people who are jazzed by the potential of AI and digital transactions with the tax department. Based on the latest Departmental Plan released by CRA on June 17, 2025, key initiatives include the prioritization of AI and a continued digital transformation. So if you love technology, chances are good that you might also love a career in taxation. Knowledge Bureau can help. Here’s what you need to know:
DAC Acuity 2025: Thought Leadership from a Tax Planning Powerhouse
We have an incredible opportunity planned for those of you who love tax, tax planning and the role of the tax and financial advisor in diversifying away upcoming tax erosion: a tax planning powerhouse featuring Canada’s most respected tax authorities, profiled here in alphabetical order with their topics to this year’s theme at the Acuity Conference for Distinguished Advisors (DAC): Happy Landings! Discover a New Era of Risk & Reward. Mark your calendar: November 23-26 in Puerto Vallarta, Mexico.
Take the Lead in Intergenerational Planning
If you're a financial, tax, or accounting professional looking to deepen client relationships, expand your role, and provide more meaningful, strategic value, the Real Wealth Manager™ designation offers a compelling path forward. Who is the RWM and What is their key value proposition for clients? Read on!
Opportunity: Canadian Dollar Stabilizes, Somewhat
Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.
Freedom 75? The Case for Raising the Retirement Age
The days of financial planners touting Freedom 55 are decades behind us and we are at a point in our history when Financial Freedom in your 70s is more realistic. The retirement age in many countries, including the U.S. has been gradually rising to 67 and by 2040, it will be as high as 70 in Denmark. Should Canada follow suit?
