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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.
October 2025 Poll
Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?
Buying Your First Home? Use the RRSP Home Buyers’ Plan
Statistics released on February 14, 2020 by the Canadian Real Estate Association (CREA) show that national home sales declined by 2.9% between December 2019 and January 2020, but prices are poised to rise later in the year. This could therefore be a good time to buy that first home, especially with the help of the enhanced RRSP Home Buyers’ Plan. For these reasons, some of your clients may still be interested in topping up their plans before March 2 RRSP contribution deadline.
Easy Money: Changes to the Mortgage Stress Test Ahead
Changes announced by Bank of Canada last week will make getting a mortgage easier for new home buyers in Canada as of April 6, 2020. It’s important for tax and financial advisors to understand the new guidelines in order to assist Canadians with sound debt management strategies.
Last Chance: Leap Year Special - Save 37% and Get Your New Credentials
It’s Leap Year 2020, and it's a day that only comes around once every four years. So, do something remarkable with your education by gaining new credentials to earn a second or independent income, or shore up the skills in your independent practice. But hurry! Take advantage of our Leap Year tuition offer by February 29 to save $595 on any two certificate courses. Our graduates share insights on our four recommended areas of specialization that they believe are Leap Year worthy.
Partnership Opportunity: Help Advisors Prepare for the Roaring 2020’s
Are financial professionals having the conversations required to prepare clients for Black Swan events that could dramatically change balance sheet valuations? That requires acuity – a sharpness of thought and vision - the theme of this year’s Distinguished Advisor Conference in Niagara Falls, October 28-30. We are now inviting proposals on topics to be delivered by sponsors and partners to the event. Here’s why you should join us.
When Money is Tight: TFSA or RRSP?
Is it better to invest your money into your TFSA or RRSP? It’s a choice many have to make between now and the March 2 deadline for RRSP contributions. The date is important because missing it means you could miss out on increased Canada Child Benefits, or be subject to an expensive clawback of EI or OAS benefits. We’ve done some calculations for you so here’s what you need to know:
