Mark Your Calendar for the April 28 Spring Economic Statement
Mark your calendar for the April 28 Spring Economic Statement and KBR’s Special Report. One cannot help but wonder what taxing provisions may be buried in its pages, coming just two days before the tax filing deadline. This important statement is a touch base on Canada’s finances, bridging two federal budgets and this deserves the full attention of taxpayers and their advisors. Here’s why:
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May 27 CE Summit: Critical PD on Spring Economic Statement & Retirement Income & Estate Planning
Retirement planning has become significantly more complex with new T1, T2 and T3 filing requirements for many of your clients. For these reason, Knowledge Bureau’s May 27 CE Savvy Summit is a critical – and cutting edge - professional development day for advisors in the tax and financial services industry. Learn from award winning tax educator Evelyn Jacks, who will decipher the April 28 Spring Economic Statement (SES); bestselling retirement author Doug Nelson on “Retirement Income Layering at Every Life Stage,” and Leanne Rodrigo’s detailed Estate Planning on Death of a Taxpayer – including corporate owner-managers, plus the latest news on new bare trust filings, inter vivos and Graduate Rate Estates (GRE). Not to be missed: learn T3 Filing fundamentals with Ruth Horst. Here’s the must-know agenda overview: Register by May 13 for early bird tuition rates.
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Advisor Learning Series: Alternative Investments
Mark Your Calendar: Tuesday, May 12, 2026, Toronto. Canadian financial advisors are facing a rapidly shifting investment landscape — one in which traditional portfolio construction is being tested by higher rates, evolving client expectations and growing demand for differentiated sources of return. Against that backdrop, Investment Executive, Advisor.ca and CE Corner are presenting Advisor Learning Series: Alternative Investments, a half-day event featuring the sector’s leading asset managers, and a limited number of complimentary in-person passes for Knowledge Bureau Report readers. Interested attendees are encouraged to reserve early by visiting this link and entering the code KNOWBUR100 at checkout. Find out more details about the event here.
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Action Required: Attest & Renew Your Designation By June 30, 2026
We know you’re busy but please take a moment to check your April 2 emails for your Official Transcript, Attestation Package for Designates and Spring Enrolment Offers to help you get your CE Credits. Here’s an overview:
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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.
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