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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?
Sustainable Intergenerational Indigenous Community Wealth Building With Real Wealth Management™
As we honour National Indigenous Peoples Day on June 21, we celebrate the cultural strength and resilience of Indigenous communities—and recognize the transformative economic moment that is before us – to shift focus from individual to community-wide wealth strategies that support our Indigenous people in building sustainable, intergenerational community wealth. With settlement payments now flowing, Indigenous Nations have a powerful opportunity to transform these funds into lasting community wellbeing. Financial professionals can meet this moment by adopting the Real Wealth Management™ (RWM) model—not just for individuals, but for entire communities.
Workplace Training: Education That Drives Collective Impact
Introducing an innovative new educational opportunity for public practitioners and new entrepreneurs: KB Customizable Workplace Training Packages. Today’s most successful organizations know that collective growth drives collective success in building client relationships that fuel strategic growth. That’s why investing in your team’s technical knowledge and skills development is essential. Now it is possible to choose educational solutions from industry-specific Workplace Training Packages. You can customize a solution tailored to your team’s specific goals, roles, and industry needs over your fiscal year, with an affordable, convenient monthly budget plan.
Become an MFA-P™ – Master Financial Advisor in Philanthropy
In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.
HAPPY LANDINGS: THE THEME OF DAC 2025
Register by June 30 to save on tuition for the Annual Acuity Conference for Distinguished Advisors, who will be exploring the theme: Happy Landings, November 23-26 in spectacular Puerto Vallarta, Mexico. This may in fact, be the most important conference you attend this year: Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring leading Canadian and international thought leaders together to ponder our New Era of Risk and Reward.
Wildfires: Apply for Taxpayer Relief Provisions
It may not be the first concern, but Canadians affected by wildfires may worry at some point about the tax consequences of lost records or missed filing deadlines – the next one on June 16 for those filing T1 returns with proprietorship income. Fortunately, the CRA offers Taxpayer Relief Provisions when there are circumstances beyond a taxpayer’s control, including natural disasters, serious illness or death in the family, or errors made by the CRA, which may trigger penalties and interest due to late or incomplete tax filings. Here’s what you need to know.
