Advisor Learning Series: Alternative Investments
Mark Your Calendar: Tuesday, May 12, 2026, Toronto. Canadian financial advisors are facing a rapidly shifting investment landscape — one in which traditional portfolio construction is being tested by higher rates, evolving client expectations and growing demand for differentiated sources of return. Against that backdrop, Investment Executive, Advisor.ca and CE Corner are presenting Advisor Learning Series: Alternative Investments, a half-day event featuring the sector’s leading asset managers, and a limited number of complimentary in-person passes for Knowledge Bureau Report readers. Interested attendees are encouraged to reserve early by visiting this link and entering the code KNOWBUR100 at checkout. Find out more details about the event here.
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Action Required: Attest & Renew Your Designation By June 30, 2026
We know you’re busy but please take a moment to check your April 2 emails for your Official Transcript, Attestation Package for Designates and Spring Enrolment Offers to help you get your CE Credits. Here’s an overview:
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Spring Economic Statement: April 28, 2026
April 15, 2026: Ottawa, Ontario - Yesterday, the Honourable François-Philippe Champagne, Minister of Finance and National Revenue, announced that he will table the Spring Economic Update 2026 on Tuesday, April 28, 2026. In the Spring Economic Update 2026, the government will provide an update on its plan to build the strongest economy in the G7, and outline additional actions taken to drive prosperity, play to Canada’s strengths, and support Canadians where and when they need it most.
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Investors Shocked by Their Tax Bills?
You may have noticed more of your clients expressing dismay over the high amount of taxes owing this April 30. The culprit could be the late year capital gains distributions declared by fund companies in 2025, which can be a particular surprise for investors who bought their funds late in the year. Their T slips will indicate an entire year’s distribution. Worse, they won’t necessarily have the cash to pay the taxes – now or throughout the rest of the year. Here’s what you need to know:
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Did The CRA’s 100 Day Service Improvement Plan Work?
After a scathing review by the Auditor General last September, on services provided by CRA last tax season, the tax department was mandated by the Finance Minister to implement a “100-Day Plan” which ran from September 2 to December 11,2025. It has already delivered meaningful progress as tax season 2026 comes to a close. We commend CRA employees for meeting the challenge, as it’s no small feat to communicate with millions of taxpayers and their advisors in such a short period of time. Have you noticed a change? Here’s the CRA’s take.
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