News Room

Downsizing Your CRA Tax Files?

Happy New Year! If one of your resolutions for 2026 is to downsize, or at least sort through all that stuff you don’t need anymore, you may inevitably run across those tax files you’ve been keeping for decades. Just how long do you have to keep them? Do you need permission to destroy them? From whom? Read on to learn more. 

Economist Michael Gregory Discusses Global Wealth at DAC

Michael Gregory brings his expertise in global economics to the 2014 Distinguished Advisor Conference in his session Sweet Spots in Global Wealth: The New Normal is a New Hybrid.

Retirement and Estate Planning Bootcamp

This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

Master Your Retirement: Fulfill Your Dreams With Peace of Mind

There are new options for building your retirement nest egg into a steady income stream to support your lifestyle. Master Your Retirement will guide you in achieving real results.

Planning Required as Taxes Go Up In Ontario

True to their word, on July 14, 2014 the Ontario Government introduced the exact same budget it did 74 days ago – a budget that forced the government to the polls.

Transitioning Retirees Going Back to Work

According to a study published by Statistics Canada this year[i], approximately two-thirds of employed Canadians entered their fifties in long-term jobs.

CIBC Class Action

A class action has been granted in British Columbia against CIBC Mortgage Inc. and their penalty clause provisions of their residential mortgages.
 
 
 
Knowledge Bureau Poll Question

It costs a lot more to go to work these days. Should the Canada Employment Credit of $1501 for 2026 be raised higher to account for this?

  • Yes
    84 votes
    85.71%
  • No
    14 votes
    14.29%