Help & Contact: 1 866 953 4769
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.
September 2025 Poll
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
The Globetrotting Investor: Navigating the Complexities of Cross-Border Wealth
As more Canadians pursue opportunities abroad—whether it’s purchasing a villa in Portugal, a beach house in Italy, or investment property in Israel or the U.S. - advisors are increasingly being called upon to manage the tax and compliance challenges that follow. Capital is mobile, but taxes are not, and the complexity of cross-border investment planning has never been greater. That’s why the CE Savvy Summit on September 17, 2025 will feature a timely session, The Globetrotting Investor, led by Dr. Dean Smith, PhD, CFP, TEP, CPA, CA, RWM™, FDFS™, to help advisors navigate these growing challenges with confidence.
Stand Out in a Competitive Market with the Professional Practitioner Diploma
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
KB Designates: Introducing Your New VIP Lounge
We’re excited to introduce a brand-new destination designed especially for Knowledge Bureau The Designate VIP Lounge. This is your all-access portal to learning, networking, and exclusive member benefits. Inside, you’ll find everything you need to stay current, connected, and recognized in your professional journey. Do you qualify as a relicensed designate? Check out your upcoming emails and relicensing package for your exclusive access!
Finance Canada Drops Draft Legislation August 15
All professional tax practitioners, financial advisors should take note of an important mid-summer release of draft legislation to implement some of the proposals from the November 2024 Fall Economic Statement, the April 2024 Budget, the EIFEL rules announced on August 12, 2024, and rules relating to passive income of foreign affiliates announced in the 2022 federal budget. This draft legislation also introduces more modifications to new trust filing requirements. Brief highlights appear below; technical details will be discussed in the September 17 and November 5 CE Summits and Knowledge Bureau’s certificate course on T3 Filings.
Opine by August 28: Fall Budget 2025
Only July 29, the Finance Minister/Minister of Revenue met with Canada’s leading chief economists to exchange views on Canada’s economic outlook and discuss ways to build the strongest economy in the G7. The Minister wants to hear from individuals about what should be in the Fall 2025 Federal Budget, expected to be released after Parliament resumes on September 15. (The session will end on December 12). Provide your opinion by August 28 on the queries below:
