Help & Contact: 1 866 953 4769
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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
One Canada’s Top 50 Financial Advisors Hosts Distinguished Advisor Conference (DAC)
FOR IMMEDIATE RELEASE – Modern day advisors need to learn a more proactive approach to both educating and assisting their assist clients through new conversations that are multi-generational in nature. Evelyn Jacks, President of Knowledge Bureau is delighted that one of Canada’s top 50 financial advisors – David Christianson - will help steer the audience in the right direction with his experience and wit again this year.
Lisa McKee, MFA: Her Key to Business Growth – Make It Client-Centric
FOR IMMEDIATE RELEASE – Lisa McKee, MFA-Business Services Specialist, reveals the secret of success for her firm, McKee Accounting: Putting the client at the centre of everything to provide high-quality customer service.
Advising Family Businesses Update Reflects New SME
Many small businesses in Canada are led by individuals who are in or near retirement age. The majority of these companies require assistance with succession-related issues, often due to a lack of planning within the business. Qualified advisors have a significant opportunity to assist in this regard, building clients for the long term.
Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC
FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.
Seven Ways to Fund Higher Education – Part 2
The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.
