Help & Contact: 1 866 953 4769
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.
July 2025 Poll
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?
Carbon Taxes Start, But Businesses Remain in the Dark
Although taxpayers have been provided with tax rebates to offset the new carbon pricing system that rolled out in four Canadian provinces on April 1, small to medium-sized businesses are facing new costs, and remain in the dark about how the government intends to help them.
Poll Results: Retirement is Really About Envisioning a Multi-Faceted Life
Is it as difficult for you to envision life after retirement as it is to save for it? According to Knowledge Bureau’s March poll results, the vast majority thinks so: 68% of respondents said yes. But this thought-provoking question helped to define what a retiree’s role really is in a future society that has more old people than young and what this means to the way retirement planning is approached.
Avoiding Conflicts of Interest: Advisor Education is the Vital Link
Recently, an article in the Globe and Mail regarding The Australian Royal Commission into misconduct in the banking, superannuation and financial services industry caught my interest. It provided perspective on the Royal Commission’s findings and recommendations, as well as comments from Ian Russell, President and Chief Executive Officer of the Investment Industry Association of Canada (IIAC). On closer look at the final report, there was something new to consider in combatting misconduct.
Paper Filing: A Right or a Problem of the Past?
If your clients are looking for paper copies of this year’s tax forms at the post office, they may be out of luck. Despite many locations posting advanced notice that they would be providing a limited number of paper forms this year, it is particularly concerning that some locations ran out early in the tax season. Some argue that the most vulnerable Canadians may be the most affected by these shortages.
Graduate in the News – Zay Aquino, DFA – Tax Services Specialist™
If you’ve ever been to the Knowledge Bureau headquarters, you’ve probably met Zay Aquino. Zay is not only an honours graduate of Knowledge Bureau’s DFA – Tax Services Specialist™ designation, but also our very own Accounting Manager. Zay’s educational journey is an interesting story.
