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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.

This Week’s Edition of KBR:

April 2025 Poll

Do you believe our tax system needs to be reformed and if so, what would be your first improvement? If not, what do you like about it?
Yes: 67 votes
98.53%
No: 1 votes
1.47%
 

Cast Your Vote

Re-Discovery:  Introspection Required to Meet New Demand

Are financial advisors failing the next generation?  A new survey says “yes”, as younger investors are dropping their financial advisors in favor of DIY (Do-It-Yourself) investing.  This requires introspection, especially by advisors who want to build practices for the future.  Fees are a big trigger, but looking more closely, there are two more compelling reasons which top advisors can step up to address.

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June 30 Deadline Reminders: Designates, Grads and New Students

June 30 is an important date to remember for both New Students and Grads at Knowledge Bureau!  Designates must recertify to continue to use their designation marks, while graduates will want to take advantage of their time limited VIP Grad discounts to continue their studies. For new students, there’s an opportunity to explore tuition offers on both online and instructor led courses.  Here is a rundown on opportunities for you.  Our friendly educational consultants are standing by to help.  call 1-866-953-4769 for personal assistance or email registrar@knowledgebureau.com.

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KB Grads in the News – Tracy Khamis, DFA- Bookkeeping Services Specialist™

Tracy Khamis shares how earning her DFA-Bookkeeping Services Specialist™ Designation has added value both for her clients, and for her business. Inspired by Tracy’s experience with a Knowledge Bureau education? Check out this month’s special summer school tuition offer and enrol by June 30!

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Biggest Tax News in a Century: An International Corporate Minimum Tax

The tax challenges arising from globalization and digitization have led to the most significant tax news in a century:  a global minimum tax on corporations.  This was the big tax news introduced at the G7 meeting on June 5, 2021.  It is a serious problem that gives corporations the ability to shift profits away from the jurisdictions in which those profits were earned, thereby eroding the tax base. This article will address the basics of those changes.

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When Should Retirement Planning Begin?

It’s a good question and the answer is simple: the start date for formal retirement planning is earlier than one would think.  In fact, the most successful retirement savings results occur in the early stages of adulthood and they reflect purposefully on two key questions that otherwise plague most people throughout their lifetimes: “Will I have enough to retire?” and “How long will it last?”

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