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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: 59 votes
No: 175 votes

Cast Your Vote

Emerging Trends in Wealth Management the Focus at Second Vantage Event

The second in a series of new professional development opportunities, The Vantage Series, presented by the Investment Industry Association of Canada and Knowledge Bureau will take place on Monday, October 28th from 11:30 a.m. to 1:30 p.m. at the National Club in Toronto, featuring thought leadership from four outstanding CEOs who will provide invaluable insights to advisors on the theme: Evolution and Change in Wealth Management Services. 

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Tax Issues from the Election: Fall CE Summits

The November CE Summits, taking place in Winnipeg, Toronto, Calgary and Vancouver from November 4-7 focuses on year-end tax planning with investors and small businesses. But will also help you better interpret the effects of the election tax promises and what the results mean for what Canadians can anticipate over the next four years.

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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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