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.
If you're a financial, tax, or accounting professional looking to deepen client relationships, expand your role, and provide more meaningful, strategic value, the Real Wealth Manager™ designation offers a compelling path forward. Who is the RWM and What is their key value proposition for clients? Read on!
Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.
The days of financial planners touting Freedom 55 are decades behind us and we are at a point in our history when Financial Freedom in your 70s is more realistic. The retirement age in many countries, including the U.S. has been gradually rising to 67 and by 2040, it will be as high as 70 in Denmark. Should Canada follow suit?
Prime Minister Mark Carney has borrowed heavily from U.K. Prime Minister Keir Starmer’s playbook in his fiscal framework. He plans to split Canada’s fiscal books into two categories: capital or public “investment” and day to day operations. Carney and Starmer may understand the mechanics of this strategy but there is confusion in financial circles, including in the Parliamentary Budget Office. In advance of a federal budget this fall, understanding this change is important, especially for tax and financial advisors.
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