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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.
July 2025 Poll
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
New Growing Demographic Requires Business Policy Changes
The 2021 Census has pointed to a growing new demographic advisors must take note of or risk losing a client base that can have significant lifetime value. How well you embrace the transgender or non-binary demographic can make a big difference but it requires unique practice management changes. Here’s what you need to know:
DAC – Dinner With KB President Evelyn Jacks & Master Italian Cookery
Join us for an exclusive night out with Knowledge Bureau President Evelyn Jacks and Chef Massimo Capra on October 15th in beautiful Niagara Falls. This dinner is limited to 20 guests, so confirm your attendance at DAC and your reservation as soon as possible. Here are the details of the delicious extravaganza; plus, check out the outstanding agenda too!
CE Summits September 21: What Matters is What You Keep
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.
RWM Meeting of the Minds: Practice Management Tools
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
With Mortgage Rates Rising, Revisit Financial Plans
With the Bank of Canada recently announcing another 100 bps increase in the overnight rate to 2.5%, clients are asking more and more about how this will affect their mortgages, the impact to their cash flow, and ultimately the impact to their overall financial plans.
