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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.
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?
Designate Spotlight: Michael Van Lierop, FDFS™, RWM™
Knowledge Bureau congratulates Michael van Lierop and his whole team at NOW – New Outlook Wealth in Winnipeg for graduating with the RWM™ designation. In this interview with Michael, who has also taken a leadership role at the Acuity Conference for Distinguished Advisors, November 23-26 in Puerto Vallarta, Mexico as a Platinum Sponsor, we find out more about his innovative firm, his passions and how the RWM – Real Wealth Management – framework has been a game-changer.
Enhance Your Knowledge & Technical Skills: CE Summits – Advisory Diploma
Especially for tax planners and financial advisors: we are transitioning to a new economy with a new government. Gain critical insights into tax efficient retirement and estate planning to help your clients mitigate risk. Mark your calendar to attend Canada’s most current virtual continuing educational summit from Knowledge Bureau on May 21. Learn about the new Liberal government’s proposals for 2025 and beyond and earn a new credential, too: Knowledge Bureau’s new CE Summits – Advisory Diploma, Register now to May 15 and save up to 50%.
Tax Tip: The More Obscure Medical Expenses
Are you claiming all the medical expenses you or your clients might be entitled to?
Job Loss? Ways to Tap into Financial Help
Last time we discussed ways to save money on a severance package using an RRSP and other important tax planning options. In the final instalment of this series, we’ll discuss other accounts to tap to meet cash flow needs, the tax consequences of challenging the amount of severance and a little-known tax trap when it comes to EI (Employment Insurance).
Military and Police Members Eligible for Tax Relief
If you have clients who are members of the Canadian Armed Forces (CAF), they may be eligible for a special tax credit. Here's what you need to know:
