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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.

This Week’s Edition of KBR:

February Poll

The RRSP deadline for the 2023 tax year is February 29. From a wealth planning perspective, do you think middle aged Canadians should invest in a TFSA instead?
Yes: 79 votes
No: 45 votes

Cast Your Vote

Last Chance: Black Friday Certificate Course Sale!

Last chance to choose your own adventure on your pathway to new specialized credentials with our Black Friday Certificate Course sale that ends today! Selected Certificate Course Tuition fees only $195 - $595 with code NOV2023.

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Distinguished Advisors Honoured at DAC Acuity 2023

DAC Acuity 2023 in Banff was truly remarkable. The Delegates in attendance represented a multi-disciplinary array of leading professionals from the tax and financial services poised to position themselves as advisors of the future. In recognition of this, the DAC 20th Anniversary Awards honoured some outstanding winners: including the Advisor of the Future Award, New Movers & Shakers Award, Industry Change Makers Award, and The Distinguished Master Advisor Award. Please read their stories below! Congratulations to all winners! Join us next year for the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal!

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Give the Gift of Experiential Wisdom

The world has weathered through the most significant health and financial crisis in recent history.  Everywhere there is fallout—lost investments, lost careers, lost homes, broken marriages and significant relationships.  Is there light at the end of the tunnel?  Absolutely! Imagine sitting down for the weekend with 50 successful Canadians from all walks of life to hear about their difficult life experiences and how they overcame them.  Make a difference:  give the gift of hope!  

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DAC Acuity 2023: 20th Anniversary Award Winners Announced

The 2024 DAC Acuity Conference wrapped up in Banff today where thought leaders from coast-to-coast gathered to discuss the theme Imagine:  Break Free to Embrace Transformative Change.  In celebration of Knowledge Bureau’s 20th anniversary, the national financial educational institute handed out a series of awards to individuals, academics and firms in the tax accounting and financial services to recognize excellence in holistic tax and wealth management practices.  A new designation, the Fellows of Distinguished Financial Services (FDFS™) was also awarded to close to 100 deserving individuals.

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KBR Special Report - Tax Assistance for the Disabled

There are 6.2 million persons with disabilities in Canada, 23% of whom live in poverty.  And, more shocking is the fact that 13.1% of young people age 15 to 24 years, are living with a disability, comprising of 4.1% of the population.  The Canada Disability Benefit (CDB) was into law on June 22, 2023 to help.  But the fine details are still sketchy. The payments are not expected to start until December of 2024.  Still, tax assistance is possible and an important part of year end tax planning. Subscribe to KBR to receive your copy of this special report directly in your inbox!

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