News Room

Immediate Expensing Rules: Good Tax Policy?

Over the course of the last two federal budgets (April 16, 2024 and November 4, 2025), the rules for claiming Capital Cost Allowance (CCA) have been uncertain. The proposal to extend immediate expensing rules for certain acquired assets were paused for over a year and then re-introduced in a series of four complex measures which together with new rules for Scientific Research and Experimental Development have become known as the “Productivity Super-Deduction”.  A backdrop appears below. The key question: will this complexity be effective as an economic stimulator?   

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 agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?

  • Yes
    35 votes
    30.97%
  • No
    78 votes
    69.03%