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.
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?
Six Pandemic Benefit Tips: Maximizing the One-Time Tax-Free Seniors’ Benefit
Taxpayers over the age of 65 who receive the new $300 one-time tax free COVID benefit from the federal government should first use it to cover extra charges due to the pandemic including delivery costs, costs of internet and communications charges and more. But those who don’t really need the money can leverage the gift in several ways. Here are our top 6 pandemic benefits tips for seniors:
Provincial Round-Up: Extra Pay for Frontline Workers
On May 7 they federal government announced that they’d give $3 billion to the provinces and territories in total to help with the costs to increase the wages of frontline workers nationally. The amount covers three-quarters of the total estimated cost of $4 billion. It’s up to the provinces and territories to define what they consider an essential frontline worker. Let’s look at what the provinces implemented so far!
Rave Reviews: The Virtual CE Summit and Emergency Pandemic Benefits Response Course
The first ever Virtual CE Summit on May 13 garnered rave reviews. It featured 8 incredible thought leaders who offered cutting-edge guidance on providing clients with sound advice for tough times. Good news: you can still access the incredible online content and take until July 15 to finish your 10 CE Credits. More good news: we’re planning to host another Virtual CE Summit on September 30.
Knowledge Gap Courses: How to Become a Better Virtual Advisor
Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually. The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and either do your clients. Here’s why:
Is This the Right Time to Transfer Assets?
When is the last time you reviewed the personal and family net worth statements of a household unit for whom you provide tax or financial services to? If it hasn’t been addressed since the end of March, 2020, it’s time to do so now. Dr. Dean Smith will drill down on losses at the May 13 Virtual CE Summit (be sure to register by May 11). Here is a primer to whet your appetite.
