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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.
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?
Priorities in the Right Place? Canadians Struggle to Meet Retirement Goals
Canadians are struggling to meet their retirement savings goals, and this is an issue impacting the traditionally employed and self-employed, alike. A recent survey by TD identified that it’s a special challenge for gig workers in particular. But for many, it’s a dilemma that can be solved by changing priorities.
Stay Abreast of Looming Provincial Budget Changes
British Columbia was the first province to release its budget this year, when they announced it on February 19. There were some interesting new benefits in the package that advisors must factor into their tax and financial strategies with clients who are B.C residents at the end of 2019.
Graduates in the News - Renata McMann, DFA – Tax Services Specialist™
Knowledge Bureau has been so inspired by graduate Renata McMann’s commitment to education. Here’s the story of her educational journey to become a DFA – Tax Services Specialist™.
Tax Tip: TFSA or RRSP?
Is it better to invest your money into your TFSA or RRSP? The answer here isn’t black and white, so we decided to crunch some numbers and shed some light on the grey areas, for those who need to make the choice in anticipation of the March 1 RRSP contribution deadline.
Did You Know? Credits for Transit Costs Still Claimable
The Public Transit Tax Credit has been eliminated by the federal government. But did you know that in Ontario, seniors who have reached age 65 by December 31, 2017, can claim a full-year credit on the 2018 tax return? Even better news: it’s refundable!
