News Room

Truckers Beware: CRA Audits Coming

Effective December 4, 2025, the CRA has officially lifted the moratorium it has extended in the transportation industry and intends on levying penalties for failure to report fees paid for services for the 2025 tax year and subsequent tax years.  Here’s what you need to know:

Canada “Celebrates” 100 Years of Income Tax

National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.

Canada in Top Five for Pension Fund Assets

Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?

Life Purpose: Ideas vs Execution

“Ideas are a commodity. Execution of them is not.” —Michael Dell, founder & CEO, Dell Technologies

13 Reasons to Attend the Distinguished Advisor Conference Nov. 5-8 in Kelowna

Plus, find out who the lucky winners are to the DAC trivia contest!

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.

How Can Advisors Address Canada’s Debt Issue?

The Bank of Canada’s interest rate hike this month and the increase of prime rates by the big banks have made effective debt management even more important for Canadians.
 
 
 
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
    24 votes
    92.31%
  • No
    2 votes
    7.69%