How To Build Tax-Efficient Investment Portfolios

Apr 01, 2021 |Craig Dale, CPA, CA, CFP, TEP

It isn’t just what you earn, it's what you keep, and tax-efficiency plays a key role in maximizing investment returns and building long-term wealth.

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Tax Benefits of Working From Home

Dec 02, 2020 |Craig Dale, CPA, CA, CFP, TEP

Given that more Canadians than ever are working from home, it is reasonable to consider if there is a tax break for home office expenses.

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So the Markets Have Rallied, Now What?

Jun 30, 2020 |Craig Dale, CPA, CA, CFP, TEP

The fastest bear market in history was followed by a sharp rebound leaving many left wondering what lies ahead and how to stay on track.

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Wealth Planning Strategies in a Market Downturn

Apr 10, 2020 |Craig Dale, CPA, CA, CFP, TEP

Key wealth planning strategies that you can consider to manage your financial well-being during this period of heightened volatility.

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New Measures to Assist Taxpayers During Pandemic

Mar 21, 2020 |Craig Dale, CPA, CA, CFP, TEP

Income tax filing and payment extensions and RRIF minimum payment to be reduced by 20% for 2020.

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2020 Federal Budget and Possible Tax Changes

Feb 28, 2020 |Craig Dale, CPA, CA, CFP, TEP

Tax changes to look for with the Liberal minority government.

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Many Eggs and One Basket

Nov 16, 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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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 the New 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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