Prospecting for Growth: Finding New Clients and Building the Right Team
How do advisors grow when prospective clients are increasingly influenced by market headlines, emotional biases and financial uncertainty? At the 2026 Acuity Conference for Distinguished Advisors (DAC), April-Lynn Levitt, BCom., CFP, will explore how behavioural finance can help professionals approach prospecting differently in Prospecting: New Clients, New Team, sponsored by Gold Sponsor The Personal Coach. Register by the September 30 early-bird deadline to join us at the beautiful Delta Victoria Ocean Pointe Resort in Victoria, BC this November!
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End of Summer Tax Wisdom: Catch Up on Tax Filings
How many Canadians are behind in filing their tax returns? It turns out there are millions. According to the National Post, at the end of April 2026 there were an estimated 9 million Canadians, that’s 28%, that still had not filed their tax returns.
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Insolvencies Rise as Canadians Face Growing Financial Pressures
Canadians continue to face significant financial pressure, and renewed Canada-US tariff uncertainty adds another consideration for consumers and businesses already dealing with high costs, debt and economic uncertainty.
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KBR Poll: Tax and Financial Pros Split on Role of A.I. Leap
The Knowledge Bureau Report August Poll asked tax accountants and financial advisors to opine on how A.I. emerges to change the landscape in their industry; specifically, will it change how professionals create financial peace of mind in their communities?
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CRA Audit Defence: Know the Process and Prepare for AI Audits
High-net-worth investors, business owners and transitioning family businesses can face complex CRA audits, raising important questions for the professionals who represent them. What powers does CRA have during an audit? What information must be supplied to avoid penalties up to $25,000?
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