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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?
The Global Population: Fundamentally Financially Illiterate
How financially literate is the global population? Not very, according to two important reports, and that’s a big problem. There are significant economic consequences to this knowledge gap that underscore why financial education is essential for everyone.
Young Advisor Award: Honouring Our Change-Makers
Young advisors are the future of an industry that’s rapidly transforming, and Knowledge Bureau will be honoring an up-and-coming change-maker at November’s Distinguished Advisor Conference in Quebec City. Nominations for the Distinguished Young Advisor Award are being accepted until August 31, 2018.
Inflation Hits High Point: Continues Upward Trend to 2.5%
Inflation has hit its highest point since February 2012’s 2.6%. It now sits at a lofty 2.5%, and is expected to hold steady until the second half of 2019. Poorly understood, inflation, together with high taxes and rising interest rates, is a great wealth eroder.
Thought Leadership from an Olympian: Workplace Diversity and Inclusion
Addressing workplace diversity and inclusion is a core approach for achieving the higher standards of care demanded of today’s tax consultants and financial advisors. But what does it take to rise above our “Canadian Privilege” to achieve better results for a changing demographic landscape in your advisory practice?
CPP Benefit Enhancements: An Alternative to Private Plans and Pensions
Will the CPP be enough to provide security in retirement? That’s a big question for many who face higher premiums for the mandatory plan starting in January of 2019. But to get the most out of your CPP, it pays to get some professional advice.
