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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.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Improve Your Retirement Forecasting
New research tells us doing retirement income projections induces people to increase their savings and feel more satisfied about their retirement savings adequacy. This must-attend live workshop will provide you with the best tools to prepare tax-efficient retirement income projections, and apply income averaging and income splitting techniques on cutting edge calculators using a case study approach. Limited seats available – reserve your spot by September 15!
Know More. Make More.
The financial landscape is constantly changing, and clients are seeking credible, trusted, and expert solutions to meet their complex financial needs and achieve their long term goals. This is why mastery in your field is so important, and Knowledge Bureau can help.
Evelyn Jacks: Be a Hero – Be a Tax Pro
If you have ever wanted to be a hero, consider the gratitude that comes from helping business owners understand how to steer clear of trouble on a tax audit or making sure seniors don’t overpay their September 15 or December 15 quarterly tax instalment.
Dealing With Excess Wealth – Without Waste
Many boomers are now in the fortunate position of dealing with the complexities of excess.
Case Studies In-Class: Focus – Retirement Forecasting
It makes a difference. Your clients might be undersaving – or oversaving at the expense of their peace of mind. This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation. Earn up to 30 CE/CPD credits!
