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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:

November Poll

Financial literacy is the knowledge, skills and confidence to make responsible financial decisions. Do you believe your clients are financially literate?
Yes: 18 votes
No: 68 votes

Cast Your Vote

Financial Literacy Month: Advisors Can Help Fill Knowledge Gaps

November is Financial Literacy Month, and it’s an important opportunity for advisors to help improve their clients’ financial knowledge and address some of the unique financial planning needs of specific demographics, including women. Specifically, what guidance and education do trends show Canadians need when it comes to financial literacy?

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Year-End Tax Tips for Employees

Year-end tax planning is about minimizing taxes for 2019 and setting clients up to save more tax-efficiently in 2020 and beyond. There are several big things to talk about if your client is an employee looking to save some tax dollars, and are potentially a new homeowner as well.

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Last Call to Register: Fall CE Summits

Last chance to register for year-end tax planning workshops, The Fall CE Summits. We’ll touch on the financial implications of this month’s election and its impact on year-end tax planning together with the important go-forward planning opportunity for corporate owner-managers and retirees.

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Clarification of German Pension Recipients Letter from Neubrandenburg

Canadians who receive German pensions may have seen some new items on the yearly letter from Neubrandenburg.  Siegfried Merten, MFA™, has provided us with clarification on this letter and what pensioners need to do to remain in compliance. Advisors can be of great assistance here.

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Graduate in the News – Meezan Shariff

Meezan Shariff is a student at Knowledge Bureau currently working toward her DFA – Bookkeeping Services Specialist™. Recently, we had a chance to ask her a few questions about how she felt about the courses she’s completed, what they did for her, and her overall experience. Friendly and upbeat, she was more than happy to give us a few minutes of her time.

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