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.
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?
Life Purpose
“We can’t solve problems by using the same kind of thinking we used when we created them.” -Albert Einstein
Insurance Strategies Critical for Owner-Manager Planning
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.
Planning Required: Retirement Savings Shortfall is Enormous
The World Economic Forum predicts that a dramatic retirement savings shortfall could hurt citizens in several of the top western nations, including the UK and Canada.(1) They suggest that the gap could be as big as US$428 trillion by 2050.
Will you thrive in this great era of disruption? Attend DAC’17 to find out how
Imagine being part of a 3-day think tank devoted to sharing strategies on how to best navigate this challenging, yet exciting era in the tax and financial services. That is the primary reason why our DAC delegates attend the conference year after year.
People in the News
Rick Tomalty: I'm having more meaningful conversations with my clients thanks to Knowledge Bureau
