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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.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It
A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.
People in the News – Aaron Robertson Loved DAC 2017
It’s time to register for the 2018 Distinguished Advisor Conference in Quebec City and make it your conference this year! Aaron Robertson from Alitis Investment Counsel was already thinking about making it his after last year’s event. Hear what he had to say and join us.
IMF Predicts Slowing Growth for Canada: What Can You Do About It?
The IMF predicts that if Canada and the U.S. fail to reach agreement on NAFTA, Canada’s competitiveness could take a serious hit, resulting in a drop of 0.4 percentage points or more in GDP. Donald Trump’s tweets about Justin Trudeau could further dampen the outlook. But, astute financial advisors can help clients meet their goals in these difficult times by staying on course.
Marijuana Legalization Looming: Employers Seek Clarity on New Laws
Tread lightly into new, uncharted territory: it’s good advice as marijuana legalization is set to occur on July 1, 2018. But many Canadian employers and their staff are still unclear about the legal implications. Now, we have some more answers from Manitoba lawyer Philippe Richer.
Advisors Uncertain About Their Future: Finding New Direction
A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?
