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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.
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?
Distinguished Advisor Conference: Young Advisors Award Winners Announced!
Knowledge Bureau and Manulife are pleased to announce that Joseph Alfie (left), B.Com. of Myriad Private Wealth/HollisWealth in Montreal, Quebec, and Jonathan Earle, B.Sc, P.Eng, MBA, CFP®, CIM®, a financial advisor with Bell Financial/Manulife Securities Incorporated in Aurora, Ontario, have been selected as the 2017 winners of THE DAC YOUNG ADVISORS AWARD, to be awarded at the Distinguished Advisor Conference (DAC) in Kelowna, B.C., November 5 - 8.
How to Grow Your Career Without More Education Debt
Upgrading your education and skills through a post-graduate degree can be prohibitively expensive. Many are turning to self-study courses as a better way to secure future-proof jobs through hands-on learning.
Thought Leaders: Do You Have an Entrepreneurial Mindset?
Creating opportunities for the financial services industry to thrive despite current and upcoming threats, means recognizing and fostering the development of other innovative, creative and entrepreneurial minds. We’d like you to share your thoughts on our new Executive Business Builders Network.
People in the News: Brian Dunn
Brian Dunn, DFA-Tax Services Specialist, on the benefits of the T1 Professional Tax Preparation course:
OAS Estimates for Fourth Quarter
The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.
