News Room

Spring Economic Statement: April 28, 2026

April 15, 2026: Ottawa, Ontario - Yesterday, the Honourable François-Philippe Champagne, Minister of Finance and National Revenue, announced that he will table the Spring Economic Update 2026 on Tuesday, April 28, 2026. In the Spring Economic Update 2026, the government will provide an update on its plan to build the strongest economy in the G7, and outline additional actions taken to drive prosperity, play to Canada’s strengths, and support Canadians where and when they need it most.

Bank Letters to Foreign Account Holders NOT a Scam

Advisors, inform your clients that they may receive letters from their financial institutions that they need to respond to, and it’s not a phishing scam.

Intergenerational Wealth Transfer: Protecting Family Wealth for the Future

It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.

Life Purpose — the Importance of Self-Awareness

“I think self-awareness is probably the most important thing toward being a champion.” —Billie Jean King

Financial Advisors’ Advice and Strategies Altered by A.I. Revolution

From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.

Weekly Thought Provoker: Threats or Adaptation Opportunities?

Join our online discussion: When changes in the industry force professionals to adapt, should we call them threats, or are they opportunities?

Time to Learn Tax Preparation? Canadian Income Tax is 100 Years Old This Month

The 100th anniversary of personal income tax is coming up on September 20! On that day in 1917, The Income War Tax Act received Royal Assent, heralding in the first personal income taxes in Canada. Perhaps it’s high time you tackled the challenge and mastered the tax return and all it’s nuances? It’s an investment that could really pay off for you.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    16 votes
    19.05%
  • No
    68 votes
    80.95%