Q4 - Indexation of OAS and Prescribed Interest Rates

Two pieces of good news for the last quarter of 2026: seniors will get a small raise, but prescribed interest rates at CRA will stay steady for the last quarter of 2026. Here’s what you need to integrate into your year end planning activities.

Statistics Canada has recently released statistics about the incredible opportunities for career starts and advancement in the tax preparation industry. 

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:

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.

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).

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

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