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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.
March 2025 Poll
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Global Families: Beware the Multi-Million Dollar Tax Traps
Global Families: Beware the Multi Million Dollar Tax Traps By Terri Williams What does the great wealth transfer look like post-pandemic and after tax? The trend may be that sharing money and assets with the next generation will happen sooner rather than later, according to a recent CIBC survey.
Investment Planning - What if Conventional Wisdom is Wrong?
Investment Planning – What if Conventional Wisdom is Wrong? By Terri Williams According to Dr. Jack Mintz, who spoke at last week’s Distinguished Advisor Conference (DAC), the global economy faces a very uncertain future because of the impact of the pandemic induced supply shock.
What’s to Come as Some COVID-Response Benefits End?
On October 21, just a whisper before many of the pandemic support programs for individuals and business were set to expire two days later, including the Canada Recovery Benefit (CRB) and Canada Emergency Wage Subsidy (CEWS), the federal government announced some transitional provisions. Now, new targeted COVID-19 support benefits are being introduced. Read on for details:
Why We Need to Do More: The Notion of Ethos
Trouble keeping or engaging staff? It’s a common issue, but there may be a simple solution, according to Dr. Paul Bates, who kicked off the educational portion of the Virtual DAC (Distinguished Advisor Conference) agenda Sunday evening with an inspiring overview of what leaders need to do to create a workplace which leads to complete human flourishing.
Improv-ing on Soft Skills
Who knew Improv could be such a great team building exercise? If you are working with a new team in your organization, you should consider it, as DAC delegates found out to their surprise and delight. The Virtual Night at the Improv session was more than a hoot: delegates also learned a lot about communication skills in four skill-building games. Here’s what happened:
