The 2023 Canadian Fall Economic Statement

December 01, 2023 |Craig Dale, CPA, CA, CFP, TEP

A summary of the key measures that may have a direct impact on you

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How to maximize your lifetime CPP benefit

July 31, 2023 |Craig Dale, CPA, CA, CFP, TEP

The conundrum of deciding when to take CPP is not a one size fits all answer as it requires careful consideration to maximize your government retirement benefits.

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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.

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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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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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Tax Benefits of Working From Home

December 02, 2020 |Craig Dale, CPA, CA, CFP, TEP

Given that more Canadians than ever are working from home, it is reasonable to consider if there is a tax break for home office expenses.

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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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