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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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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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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Liberal Election Promises

With the Election Over, What's Been Promised?

November 01, 2019 |Craig Dale, CPA, CA, CFP, TEP

Liberal leader Justin Trudeau returns to 24 Sussex, but with the reduced power of a minority government

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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.

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