The pitfalls of joint ownership

July 15, 2025 |Craig Dale, MFin, CPA, CA, CFP, TEP

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

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Succession planning for the family cottage

April 15, 2025 |Craig Dale, MFin, CPA, CA, CFP, TEP

In the absence of proper planning, the succession of cottages and vacation homes can trigger family disputes or create significant financial headaches and adverse tax consequences.

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How to make your personal mortgage tax deductible

January 15, 2025 |Craig Dale, MFin, CPA, CA, CFP, TEP

How to potentially save thousands of dollars a year in income tax by structuring your mortgage interest to be tax deductible.

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2024 Federal Budget - Key Tax Measures

April 20, 2024 |Craig Dale, CPA, CA, CFP, TEP

They key tax measures from the 2024 federal budget and the impact that they might have on you and your family's finances.

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Do you understand your personal tax rates?

Understanding Personal Tax Rates

March 15, 2024 |Craig Dale, CPA, CA, CFP, TEP

A simple overview of Canada's tax system to clear up the confusion on whether a new job, a raise, or year-end bonus means that you'll make less money after tax.

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