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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.

This Week’s Edition of KBR:

May 2024 Poll

“Do you agree with the proposed increase on capital gains inclusion rates to 66 2/3% on capital gains over $250,000 for individuals and all capital gains on corporations and trusts on or after June 25, 2024?”
Yes: 30 votes
No: 250 votes

Cast Your Vote

Lisa McKee, MFA: Her Key to Business Growth – Make It Client-Centric

FOR IMMEDIATE RELEASE – Lisa McKee, MFA-Business Services Specialist, reveals the secret of success for her firm, McKee Accounting: Putting the client at the centre of everything to provide high-quality customer service.

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Advising Family Businesses Update Reflects New SME

Many small businesses in Canada are led by individuals who are in or near retirement age. The majority of these companies require assistance with succession-related issues, often due to a lack of planning within the business. Qualified advisors have a significant opportunity to assist in this regard, building clients for the long term.

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Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

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Seven Ways to Fund Higher Education – Part 2

The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

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Child Fitness Amount: Small Improvements but Welcome Relief

Our sons participated with gusto in many sports: hockey, lacrosse, soccer and marathon running.  In the chief role of road warriors, we charioted cherubs from one sportsplex to another. These activities provided physical, social, team and leadership skills that continue to be priceless, despite the often exorbitant price tag.

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