News Room

Mid-Summer Reviews: When to Collect OAS and CPP

Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.

Why the RWM™ is the Answer for Independent Advisors

The RWM™ (Real Wealth Manager) is the designation of choice for independently minded advisors who want to practice in a truly holistic framework using a multi-generational approach to wealth management. It is also the designation that indicates the skills to manage strategic focus within an inter-advisory team required to make joint-decisions with higher net worth clients. Finally, you’ll be connected to an incredibly talented, national network of RWMs. Find out more below:

Capital Gains Chaos: Extensions & Unprecedented Delays to Tax Season 2025

Stop! Don’t file a T1 or T3 tax return yet, says a March 11, 2025, news release from the CRA, if you have been impacted by the chaos of the proposed capital gains inclusion rate increase.

Transparency, Taxes and the Big Distraction

If Canada’s most famous WWII spy were around today, he might well have been speaking about the federal government's Fall Economic Statement (FES).

T3 Filings: What is a Listed Trust?  

A listed trust is one that is generally exempt from filing a T3 return unless, it owes money to CRA.

Prepare to Deliver Collective Re-Assurance During Uncertain Times

Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth.

DMA-Business Transition Services Specialist Designation

The demand for skilled talent is high among Canadian finance leaders, with a limited supply of skilled talent.
 
 
 
Knowledge Bureau Poll Question

A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?

  • Yes
    98 votes
    93.33%
  • No
    7 votes
    6.67%