So the Markets Have Rallied, Now What?

June 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

April 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

March 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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The 2020 Canadian Federal Budget

2020 Federal Budget and Possible Tax Changes

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

Tax changes to look for with the Liberal minority government.

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Man eggs in one basket

Many Eggs and One Basket

November 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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Liberal Election Promises

With the Election Over, What's Been Promised?

November 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

October 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

July 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

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

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

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Contribute to an RRSP or TFSA?

April 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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