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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: Find Out How to Move Your Clients from Fragility to Stability

Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors:  The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.

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KB Grads in the News: Sharron Morier, DFA-Tax Services Specialist™

Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well.  I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:

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Pandemic Benefit Extensions May Come Soon

The Budget Implementation Act 2021, No. 1 passed first reading on April 30 and is progressing through the second reading phase.  A number of provisions proposed in the April 19, 2021 federal budget have dates set to come into play soon – including extensions to some of the COVID-19 benefit programs and other relief Canadians affected by the pandemic are hoping for immediately.  Here is a synopsis to review with your clients:

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Poll: Are You in Favour of the OAS Raise?

This year’s federal budget proposed a 10% increase in Old Age Security for seniors over the age of 75 starting in June 2022. Is this the right move? So far yes, according to Canadian financial professionals weighing in on KBR’s May poll.  But there appears to be a common concern:  extend the raise to everyone 65 or older.  Do you agree? Check out the comments below and weigh in:

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Who Should Use a Personal Pension Plan & Why?

One of the most fascinating educational sessions at the May 20 CE Summit was given by JP Laporte BA, MA, JD, RWM, on the benefits of Personal Pension Plans.  As the proprietorship tax filing deadline is coming up soon on June 15, it is a conversation advisors might want to have with clients who are thinking about incorporating and planning their wealth accumulation strategies at the same time.  Consider 5 fundamental reasons for doing so:

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