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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?
Innovative Approaches to Economic Uncertainty and Relationship Management
What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?
Free Info-Session: Effects of Tax Proposals on Private Businesses
The business community continues to voice concerns about the tax reforms proposed on July 18, 2017. These tax proposals target private corporations and their shareholders; specifically, tax rates on certain passive income could rise to 73 per cent, putting small businesses in particular at risk.
Weekly Thought Provoker — Financial Services Threats
Join our online discussion: What are the greatest threats to the future of financial services?
People in the News
Phyllis Mikolajek, a business and tax services professional in Winnipeg, had this to say about attending the Distinguished Advisor Conference
Business Community Warns Job Losses, Inflation Would Follow Minimum-Wage Hike
Last month, Knowledge Bureau issued the results of a poll indicating that financial professionals are firmly divided on the prospect of $15-an-hour minimum wage. Now the business community is having a similar debate
