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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.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
Fall Economic Statements: Ontario First, then the Federal Government
The Fall Economic Statement from the federal government is being released later today – Wednesday, November 21. Knowledge Bureau Report will bring you breaking news and insights in a special report tomorrow! Meanwhile, Ontario made some interesting tax changes.
The New Philanthropic View: Impactful, Charity-Minded Millennials
A recent study shows that millennials care more about others than any other generation in recent history. But, the data also identifies an important gap: 49 percent don’t have a will at all, and only 31 percent have a will that’s up-to-date. Without proper estate planning, their assets may never end up in the hands of the organizations millennials want to invest in to make a difference.
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.
