New Tax Free First Home Savings Account Overview

October 31, 2022 |Craig Dale, CPA, CA, CFP, TEP

In 2023, the First Home Savings Account will help first time home buyers save up to $40,000 on a tax free basis for a new home.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more
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

Read more

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!

Read more

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.

Read more