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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?
Combating Fake News & DIY Wealth Management Trends
As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.
Weekly Thought Provoker: Relationship Management Strategies
Join our online discussion: How do you overcome threats through relationship management?
People in the News
Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference
Changes to CPP Will Reduce OAS Benefits for Thousands: How Can You Help?
Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.
New Canadian Tax Reforms Fail to Address Modern Challenges
Just how much is too much tax? For whom? In case you missed it, Canada is in the midst of a contentious tax reform that increasingly advocates the defeated reforms of yester-year.
