News Room

Record Number of Tax Returns Filed in 2026

It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.

How to Grow Your Career Without More Education Debt

Upgrading your education and skills through a post-graduate degree can be prohibitively expensive. Many are turning to self-study courses as a better way to secure future-proof jobs through hands-on learning.

Thought Leaders: Do You Have an Entrepreneurial Mindset?

Creating opportunities for the financial services industry to thrive despite current and upcoming threats, means recognizing and fostering the development of other innovative, creative and entrepreneurial minds. We’d like you to share your thoughts on our new Executive Business Builders Network.

People in the News: Brian Dunn

Brian Dunn, ‎DFA-Tax Services Specialist, on the benefits of the T1 Professional Tax Preparation course:

OAS Estimates for Fourth Quarter

The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.

Retirement Advice Key as Canadians Fall Short on Savings Goals

Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.

Canada “Celebrates” 100 Years of Income Tax

National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.
 
 
 
Knowledge Bureau Poll Question

Is the new Canada Groceries and Essential Benefit the right solution to help Canadians with inflation?

  • Yes
    6 votes
    7.06%
  • No
    79 votes
    92.94%