Succession Planning for the Family Cottage

July 15, 2022 |Craig Dale, 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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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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So Do I Really Need a Will?

January 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

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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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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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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