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.

Canada in Top Five for Pension Fund Assets

Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?

Life Purpose: Ideas vs Execution

“Ideas are a commodity. Execution of them is not.” —Michael Dell, founder & CEO, Dell Technologies

13 Reasons to Attend the Distinguished Advisor Conference Nov. 5-8 in Kelowna

Plus, find out who the lucky winners are to the DAC trivia contest!

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.

How Can Advisors Address Canada’s Debt Issue?

The Bank of Canada’s interest rate hike this month and the increase of prime rates by the big banks have made effective debt management even more important for Canadians.

People in the News

Ottawa-based financial professional Marc Ouellet has this to say about Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning course
 
 
 
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%