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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?
Claiming the Monthly Education Amount
Today certain tax credits have been enhanced to help both full-time and part-time students while they are studying, including the monthly education amount. Only one education amount may be claimed for each month: the full-time amount or the part-time amount. Here’s the criteria behind the numbers students will find on their Form T2202A, required to make the claim:
One Canada’s Top 50 Financial Advisors Hosts Distinguished Advisor Conference (DAC)
FOR IMMEDIATE RELEASE – Modern day advisors need to learn a more proactive approach to both educating and assisting their assist clients through new conversations that are multi-generational in nature. Evelyn Jacks, President of Knowledge Bureau is delighted that one of Canada’s top 50 financial advisors – David Christianson - will help steer the audience in the right direction with his experience and wit again this year.
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.
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.
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.
