Q4 - Indexation of OAS and Prescribed Interest Rates

Two pieces of good news for the last quarter of 2026: seniors will get a small raise, but prescribed interest rates at CRA will stay steady for the last quarter of 2026. Here’s what you need to integrate into your year end planning activities.

Do you have to file an income tax return this year — or can you just skip it for once?

Advance income tax rulings can be a useful tool in business and personal wealth planning because they provide certainty and confidence.

What happens with accumulated income payments from a Registered Education Saving Plan (RESP) when the plan is a joint plan?

Keep an eye on net income, Line 236 of your T1 return. It’s one of the most important lines because of its impact on the size of your refundable and non-refundable tax credits. 

This week: 10 neat things about blue jays

Portfolio construction begins with the thorough understanding of the risk profile of the client. This course's components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.