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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.
February 2025 Poll
In your view will the new U.S. tariffs affect your clients’ business and retirement plans?
Financial Capability is Multi-Dimensional; so is Financial Advice
A just-released synopsis of the FINRA National Financial Capabilities survey of close to 30,000 Americans from June to October 2015 showed a stunning lack of financial understanding there; at a time when wealth and income inequality is at an extreme not seen since World War II. But Canadians did not do much better.
Bitcoins and CRA
It’s been a month of turmoil in France, Turkey, the US and even Brazil. In such times people consider alternative investments, such as gold (traditionally) and bitcoins (non-traditionally), as safe havens.
CPP Agreement Delayed: B.C. Wants More Time
The province of BC has decided to take the Canada Pension Plan changes to its citizens, rather than signing on to the federal agreement to raise rates and change benefits, indicating it thinks the federal government should do the same.
DAC 2016: Mastering Retirement Income Layering Critical to Your Value Proposition
There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.) Good thing there’s the new way: retirement income averaging and layering.
Advanced Tax Knowledge Needed for Year End Planning Opportunities
Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.
