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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?
Helping You Stay Up-to-Date With 2015 Federal Budget Changes
The 2015 Federal Budget introduced significant changes to Canadians’ finances. The challenge now for most tax and financial professionals is deciphering these changes and putting them into action in a meaningful way for clients.
Author Feature: Murray Leiter
Knowledge Bureau is pleased to introduce Murray Leiter, who has recently updated the new edition of the Elements of Real Wealth Management course.
Scenario 1: Young Couple No Children
Michael and Jessica are a young couple living in their condo in Vancouver. How will the budget affect them?
Scenario 2: A Young Family
Matthew and Ashley live in Winnipeg. They have two children, ages 3 and 5. They own their own home.
Scenario 3: Retired Couple with RRIFs
Brian and Patricia retired a few years ago. Brian is 74 and Patricia is 72. The couple live in Halifax, NS and have RRIF balances of $300,000 and $400,000 respectively.
