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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?
First Budget Bill Passes, But Without Corporate Class Fund Changes
Bill C-15 Budget Implementation Act, 2016, No. 1 has passed in parliament and has moved on to the Senate for approval. This Bill implements some, but not all, of the tax measures introduced in the 2016 Federal Budget.
Changes Begin in July: DAC Enhances New Value Proposition
The Distinguished Advisor Conference agenda, has just been released, chocked full of opportunities to build knowledge and business skills and earn valuable continuing professional development accreditation: check it out for yourself and learn more about the 19 thought leaders who will inspire you!
When are Fees Paid to Advisors Deductible?
Fees paid to financial advisors are in focus these days, as new fee transparency and account performance reporting is being introduced under the third phase of CRM2 next month.
Financial Planning and Advice: Is an Integrated Regulator the Answer?
Does financial planning require its own regulatory oversight? That’s the issue the Ministry of Finance in Ontario has charged an expert committee with. Their preliminary recommendations propose an “integrated regulator” and significant restrictions on who has the qualifications to hold themselves out as a financial planner. Consultations on the matter must be submitted by tomorrow, June 17.
Now is a Great Time to Learn Tax Preparation Online
It is critical to know the mechanics of tax preparation, not only for those who want to get into or stay in the tax preparation industry, but also for financial advisors who want to offer an integrated, holistic solution to planning for their clients. If you don't know tax, you're likely missing double digit returns in your plans for Real Wealth Management with your clients.
