Money Dates Infographic

Updated for 2026: Staying on top of important financial deadlines can be challenging—for both clients and financial professionals. The Money Dates infographic is a clear, practical reference that highlights the key money dates Canadians need to know throughout the year, all in one easy-to-understand visual.

Designed for use in client meetings, planning reviews, and ongoing education, this infographic helps simplify complex schedules and supports better financial decision-making year-round.

This infographic is a great reference throughout the entire year.

What’s Included in the Money Dates Infographic

The infographic brings together the most important government and planning-related dates, including:

  • Tax filing deadlines for individuals and self-employed Canadians
  • CRA instalment deadlines to help avoid interest and penalties
  • Registered plan contribution deadlines, such as RRSPs
  • CPP and OAS benefit payment dates
  • Canada Child Benefit (CCB) payment dates
  • GST and HST Credit payment dates

By presenting these dates in a single visual reference, the infographic makes it easier for clients to anticipate cash flow, plan contributions, and avoid missed deadlines.

Why Use the Money Dates Infographic with Clients?

For financial professionals, this guide is a powerful communication and engagement tool. It helps:

  • Reduce confusion around government payment schedules
  • Reinforce proactive planning habits
  • Support cash-flow discussions and tax planning strategies
  • Add value to client reviews, newsletters, and onboarding materials
  • Clients appreciate having a simple, trustworthy reference they can revisit throughout the year—without needing to search multiple government websites.

A Practical Tool for Year-Round Financial Planning

Whether you’re supporting families, retirees, or business owners, the Money Dates infographic provides clarity around the timing of key financial events. It’s an ideal resource to complement financial plans, encourage timely action, and keep important dates top of mind.

For additional information about benefit amounts and contributions limits, see the Money Facts infographic.