Eggs in one basket

Many Eggs and One Basket

Nov 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

The wisdom of consolidation and the advantages of working with just one investment advisor

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Liberal Election Promises

With the Election Over, What's Been Promised?

Nov 01, 2019 |Craig Dale, CPA, CA, CFP, TEP

Liberal leader Justin Trudeau returns to 24 Sussex, but with the reduced power of a minority government

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Understanding Your Investments Statements

Oct 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Clarifying book value, market value, performance and taxes on your investment statements!

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BC Real Estate... And Taxes

Jul 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

British Columbia real estate... real problems? New real estate related taxes could pile up for some homeowners.

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The Pitfalls of Joint Ownership... Is it worth it?

Apr 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Considering if joint ownership is good estate planning or problematic tax planning.

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RRSP or TFSA... Is one better than the other?

Apr 01, 2019 |Craig Dale, CPA, CA, CFP, TEP

Exploring the conundrum of whether to prioritize contributions to a RRSP or TFSA where a choice needs to be made between the options.

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Federal Budget 2019 - Key tax measures that have a direct impact on you

Apr 01, 2019 |Craig Dale, CPA, CA, CFP, TEP

RBC Wealth Management Services analyzes the latest pre-election proposed tax measures, and the effect they may have on you.

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