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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.
May 2025 Poll
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Canada 150: Financial Advice at the Crossroads of Change - Let’s Make History Together!
As DAC 2016 wraps up in beautiful San Diego, CA, we are excited to announce the site of the 2017 DAC: beautiful Kelowna, BC, where we will celebrate Canada’s 150th birthday November 5-8. Reserve now at special pre-conference early bird rates.
Become an Expert in Building Retirement Portfolio for Your Customers
Largely due to advances in preventing heart disease and with Baby Boomers leading healthier lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90's. This takes retirement income planning into a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds. Capital must be preserved at the same time.
Life Purpose
"You learn far more from negative leadership than from positive leadership. Because you learn how not to do it. And, therefore, you learn how to do it." Norman Schwarzkopf
Indexation Factor Set for 2017
It may take a few weeks before CRA posts the numbers for 2017 tax brackets and personal amounts but the indexation factor is now determined. Get your exclusive peek at the new tax brackets for 2017 now.
Year-End Tax Secrets: Mutual Funds
Mutual funds are common investments but can often cause some tax confusion, particularly because investors don’t understand their real returns from these investments, after fees and taxes.
