So Do I Really Need a Will?

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

A majority of Canadians do not have a Will and are letting the government determine how to allocate their wealth when they die.

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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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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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The Pitfalls of Joint Ownership

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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