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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?
Home Equity Enough to Fund Retirement?
We have learned that Canadians are wealthier today in large part because of the equity in their homes. Will that be enough to supplement retirement needs after downsizing to a small place? Let’s put some numbers to it to find out.
Grad Spotlight - How Sophie Stands Out Among the Crowd
Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.
Donations Changes in the Spotlight
From a personal tax perspective, rules surrounding donations were a significant part of the tax changes introduced as part of the 2014 Federal Budget announced on February 11.
Master Your Retirement: Is Home Equity The Key? Don’t Count On It!
This guest column was submitted by Doug Nelson, author of the newly released 3rd edition of Master Your Retirement, published by Knowledge Bureau.
Tax Implications of Dual Citizenship
I am a dual citizen (Canada/U.S.) and have lived in Canada for about thirty-five years. What are the tax implications if I buy U.S. based ETFs with USD and Canadian based ETFs with CAD?
