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.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
Life Purpose: Ideas vs Execution
“Ideas are a commodity. Execution of them is not.” —Michael Dell, founder & CEO, Dell Technologies
13 Reasons to Attend the Distinguished Advisor Conference Nov. 5-8 in Kelowna
Plus, find out who the lucky winners are to the DAC trivia contest!
Thought Leaders: What Characteristic Should Every Entrepreneur Possess?
Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.
How Can Advisors Address Canada’s Debt Issue?
The Bank of Canada’s interest rate hike this month and the increase of prime rates by the big banks have made effective debt management even more important for Canadians.
People in the News
Ottawa-based financial professional Marc Ouellet has this to say about Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning course
