News Room

CPA Indexation for 2026 Personal Amounts

The Consumer Price Index numbers for September have been released and that number is used to calculate the indexation rate for personal amounts and tax brackets.  Although the federal government has yet to announce the new tax figures, we’ve done the math to estimate the numbers.  It’s important information for year end tax planning purposes, a subject we will also cover in depth on November 5 at the live virtual CE Summit.  Read on to learn more.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?

Life Purpose – The Importance of Education

“Learning is not compulsory... neither is survival.” —W. Edwards Deming

Combating Fake News & DIY Wealth Management Trends

As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.

Weekly Thought Provoker: Relationship Management Strategies

Join our online discussion: How do you overcome threats through relationship management?

People in the News

Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference

Changes to CPP Will Reduce OAS Benefits for Thousands: How Can You Help?

Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.
 
 
 
Knowledge Bureau Poll Question

Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?

  • Yes
    5 votes
    9.8%
  • No
    46 votes
    90.2%