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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?
Retirement Advice Key as Canadians Fall Short on Savings Goals
Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.
Canada “Celebrates” 100 Years of Income Tax
National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.
Canada in Top Five for Pension Fund Assets
Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?
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!
