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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?
Advisors, Make a Difference with Impact Investing
86 percent of Millennials* have an interest in socially responsible investing, and the majority say they would be twice as interested in investing in a stock or fund if it has social responsibility objectives. It’s a trend on the rise, and an important way advisors can make an impact with Millennials and other clients aiming to make a difference.
Graduates in the News: Stefanie Keller, RWM™
“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.
Business Partnerships: Signing on the Dotted Line
It’s critical to operate within safe havens if you are in business today. To mitigate the challenges and issues partners and shareholders in business face during the business-building process, it’s essential to have a contract in place. But many don’t understand the core components before signing on the dotted line.
Newcomers Need Advice: Can You Explain Our Complex Tax System?
Our nation’s system is complex even to tax-educated Canadians. Imagine how mind-boggling this must be for newcomers (immigrants and refugees) and returning residents to Canada. There’s opportunity for advisors to work with this vast niche market and become a trusted educator and advocate for these families.
U.S. Tax Reforms: More Damaging Than NAFTA Failure?
Data from a recent PwC study shows that the economic repercussions of Canada’s increasing lack of competitiveness due to U.S. tax reforms, could be ten times greater than the fallout from a NAFTA termination. If you work with business owner clients, expect to be asked about the granular details of the incentives.
