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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Year-End Tax Planning Strategies for Investors

December 01, 2021 |Craig Dale, CPA, CA, CFP, TEP

Ideally, tax planning should be a year-round affair, however, there is still time to take advantage of year-end tax planning strategies.

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How To Build Tax-Efficient Investment Portfolios

April 01, 2021 |Craig Dale, CPA, CA, CFP, TEP

It isn’t just what you earn, it's what you keep, and tax-efficiency plays a key role in maximizing investment returns and building long-term wealth.

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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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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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