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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.

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:

February 2025 Poll

In your view will the new U.S. tariffs affect your clients’ business and retirement plans?
Yes: 1100 votes
66.34%
No: 558 votes
33.66%
 

Cast Your Vote

Fall Economic Statements: Ontario First, then the Federal Government

The Fall Economic Statement from the federal government is being released later today – Wednesday, November 21. Knowledge Bureau Report will bring you breaking news and insights in a special report tomorrow! Meanwhile, Ontario made some interesting tax changes.

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The New Philanthropic View: Impactful, Charity-Minded Millennials

A recent study shows that millennials care more about others than any other generation in recent history. But, the data also identifies an important gap: 49 percent don’t have a will at all, and only 31 percent have a will that’s up-to-date. Without proper estate planning, their assets may never end up in the hands of the organizations millennials want to invest in to make a difference.

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Essential Tax Tips for Snowbirds

Many Canadian snowbirds have already headed south for the winter, and recent retirees making this a part of their lifestyle for the first time should be diligent in understanding the tax rules that affect them before year-end.

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Immigration: Education Upgrades Provide Employment Opportunities

The role advisors can play in helping new immigrants, and the importance of immigration and diversity in Canadian society, were central themes at DAC last week. Now, with a timely release, Statistics Canada has published new data on the important impact education has on immigration, pointing to valuable opportunities for new Canadians in the tax and financial services.

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Gender Equality: Gaps Remain in Leadership

New data shows that tracking gender pay gaps is not a priority for Canadian businesses, despite government efforts to bring the issue to the forefront.

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