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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?
Dividing Assets on Separation or Divorce
Last week, we covered *Divorce: Minimizing Set-Back Through Tax Efficiency. However, there is another piece to the financial puzzle that divorce introduces: division of assets. This article will explore the division of common assets upon divorce; a process legal, tax and financial advisors will want to be up-to-speed.
Post-Election Leaders Lunch : Join us at the next Vantage Event on October 28, 2019
The Canadian wealth management industry is experiencing unprecedented change, as major shifts in client demographics and expectations present new demands. Wealth managers face significant opportunities to acquire new clients, while current clients need to understand the value they are receiving. How should wealth managers prepare to grow through this period of rapid change?
Consumers without Credit: Home Trust Helps Advisors Understand New Needs
Debt-to-disposable income levels in Canada is very high, according to Statistics Canada. The figure recently edged down to 177.1% from 177.5% but it still means that Canadians owe $1.77 for every $1.00 in disposable income. It’s a big topic for discussion at year end planning meetings with clients, covered at the November CE Summits national tour November 2-6, by new sponsor, Home Trust.
Making PD Affordable: Save On the Cost Achieving Your Credentials
September is back to school month, and Knowledge Bureau is making it a little easier for you to invest in your education. Until September 30th, Knowledge Bureau is waiving instalment fees on all designation and diploma programs purchased on the EZ-Pay instalment plan.
September 15 Instalment Deadline: Your Tax Remittance Options
It’s quarterly tax instalment remittance time again! But do you really need to make the payment on September 15? You should be concerned if you earn income from self-employment, pensions, rental income, or receive taxable alimony. A DFA-Tax Services Specialist™ can help. Here is what you need to know.
