Strategic Use of Trusts

April 15, 2022 |Craig Dale, CPA, CA, CFP, TEP

A trust can be an effective wealth planning tool in the appropriate circumstances that may be beneficial to you and your family as it can facilitate income splitting, business succession, and estate planning.

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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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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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