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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:

March 2025 Poll

In your view, has CRA improved its services to clients and tax preparers this year?
Yes: 1 votes
1.92%
No: 51 votes
98.08%
 

Cast Your Vote

Life Purpose – The Value of Learning

“Anything that you learn becomes your wealth, a wealth that cannot be taken away from you; whether you learn it in a building called school or in the school of life. To learn something new is a timeless pleasure and a valuable treasure.” —C. JoyBell C. 

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Innovative Approaches to Economic Uncertainty and Relationship Management

What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?

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Free Info-Session: Effects of Tax Proposals on Private Businesses

The business community continues to voice concerns about the tax reforms proposed on July 18, 2017. These tax proposals target private corporations and their shareholders; specifically, tax rates on certain passive income could rise to 73 per cent, putting small businesses in particular at risk.

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Weekly Thought Provoker — Financial Services Threats

Join our online discussion: What are the greatest threats to the future of financial services?

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People in the News

Phyllis Mikolajek, a business and tax services professional in Winnipeg, had this to say about attending the Distinguished Advisor Conference

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