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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

At a time when 48% of Canadians say they are $200 away from insolvency, do you think reducing tax refunds (last year’s average was $1740 or $145/month) would help?
Yes: 35 votes
No: 101 votes

Cast Your Vote

Understanding Strategic Philanthropy Now Easier with MFA-P™ Program

The newest program from CAGP, Knowledge Bureau and Spire Philanthropy, the MFA-P™, Master Financial Advisor – Philanthropy was featured in today’s Globe and Mail, highlighting how its educational content makes understanding strategic philanthropy easier, enabling more in-depth conversations between advisors and clients.

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Timing the Purchase and Sale of Mutual Funds

Buying and selling mutual funds must be based on their suitability to an investor’s goals, age, capacity for assuming risk and investment knowledge. Also important is how well they have or are projected to perform. However, there are tax implications to be considered as well, which includes the right time to buy and sell mutual funds, especially at year-end.

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Protecting Lifestyles: Inflation Matters

Most people need to generate the future income they require to sustain their lifestyle by saving money. Saving sooner in life  is better. So is saving in tax-exempt or tax-deferred vehicles. But as wealth accumulates, preservation of value becomes an increasing concern. Two key eroders are taxes and professional fees. Also important is the cost of inflation, even at today’s relatively low rates. Here is why:

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The Election Tax Promises are Adding Up

Knowledge Bureau’s elections promises chart– from a tax and financial point of view – has proven to be popular and with less than one week to go, we’ve added information on the costs associated with some of the promises made. The Office of the Parliamentary Budget Officer’s (PBO) estimates of the platform promises themselves are enlightening; as are those presented with the highly-anticipated release of the Conservatives costed platform.

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Despite Gap in Charitable Conversations, Donations are Up

According to Statistics Canada*, total donations on income tax returns increased over 150% in real terms over the past 3 decades. However, despite an increase, only 13% of Canadians reported discussing charitable giving with their advisors, and they would like to have more value-based discussions. Here’s how you can have a more fulsome conversation on charitable giving with your clients:

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