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.
May 2025 Poll
Does the Liberal promise expected soon to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs?
Coming Soon! Meet the Tax Filing Deadline for Proprietors
Midnight June 15 is the tax filing deadline for unincorporated business owners and their spouses, and the official end of tax season for those weary folks in the tax preparation industry! Don’t let this important deadline get lost in your pre-summer planning.
Life Purpose
“Believe those who are seeking the truth. Doubt those who find it.” —André Gide
Help Clients Maximize Their Investment Income in Uncertain Times
Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?
Hurry, the early-bird registration for the 2017 DAC ends on June 30!
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services, where industry-leading speakers address today’s key technical trends and business issues.
Business Valuation: Know How Much Your Client’s Business is Worth
Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey.
