News Room

CRA Data Breeches Put Taxpayer Information at Risk

An important deadline is coming up, around the same time that Canadians get ready to file their 2026 tax returns at the start of tax season 2027. Since 2020, more than 42,000 data breaches have occurred at the CRA. A class action lawsuit was launched in 2020 and a $8.76 million settlement was reached.  Eligible Canadians affected by these security incidents can now submit claims through the KPMG Claims Portal until February 3, 2027.  

Life Purpose

“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” - Alexander Dumas

The Distinguished Advisor Conference: The best professional development investment of 2017

What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

Business continuity: An important discussion at the Distinguished Advisor Workshop

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Real Wealth Management: The key to sustaining family wealth

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

Financial Trivia Contest: Another chance to win a free registration to DAC!

Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.

People in the News

Increase your knowledge and value proposition with DFA - Tax Services Specialist™ designation—Chad Kruger, Alberta
 
 
 
Knowledge Bureau Poll Question

In your view, should Canadians be able to write off more of their out-of-pocket medical expense costs? What amount would be appropriate?

  • Yes
    18 votes
    90%
  • No
    2 votes
    10%