U.S. Citizens in Canada - Beware Of The PFIC Rules

Apr 15, 2019 |Dane Charles
For all the U.S. citizens & green card holders working or living in Canada, this is for you. Take a look at your non-registered investment accounts and keep your eye out for Canadian mutual funds, ETFs listed on Canadian exchanges, and Canadian REITs...
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Where is your time being spent?

Apr 15, 2019 |Dane Charles
After a round of golf this weekend I couldn’t help but think about just how many similarities the game has to investing. While on the driving range, I noticed how many people were just swinging away tirelessly with their drivers – shot after shot after...
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Retirement Investing & Income Planning

Apr 15, 2019 |Dane Charles
Piggybacking on my previous post about “purpose based investing”, investors in or near retirement have different portfolio needs versus investors just starting out. In retirement, portfolio income is paramount. When your portfolio’s yield (income) exceeds...
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2018 Year End Tax Planning

Apr 15, 2019 |Dane Charles
The market conditions in 2018 has certainly been challenging for fixed income investments – particularly bond portfolios. With the central bank’s monetary policy moves of increasing interest rates, many of those who hold bond portfolios will certainly...
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Life Stage Financial Planning Tips

Apr 15, 2019 |Dane Charles
Regardless of age and personal status, wealth management is an essential component of one’s financial condition. However, there are different stages of one’s life when certain issues require different estate planning strategies. The next few points are...
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