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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?
Essential Tax Tips for Snowbirds
Many Canadian snowbirds have already headed south for the winter, and recent retirees making this a part of their lifestyle for the first time should be diligent in understanding the tax rules that affect them before year-end.
Immigration: Education Upgrades Provide Employment Opportunities
The role advisors can play in helping new immigrants, and the importance of immigration and diversity in Canadian society, were central themes at DAC last week. Now, with a timely release, Statistics Canada has published new data on the important impact education has on immigration, pointing to valuable opportunities for new Canadians in the tax and financial services.
Gender Equality: Gaps Remain in Leadership
New data shows that tracking gender pay gaps is not a priority for Canadian businesses, despite government efforts to bring the issue to the forefront.
DAC:“The Best Quality CE Credits in Canada”!
The Distinguished Advisor Conference (DAC) was the best yet in its 15-year history, held in Quebec City last week. Not only were the educational sessions delivered by Canada’s top thought leaders in tax and wealth planning issues; the networking was outstanding. Check out our picture gallery (coming soon!) and this glimpse of comments from those who were there:
Death in the Family: Executors’ Obligations
Year-end can be a particularly difficult time for those who have lost a loved one during the year. But it’s important to see a tax specialist when someone in the family dies, to file any tax returns that may be outstanding on time, adjust prior-filed returns, and to claim specific tax benefits that can help to pay for end-of-life costs.
