Wealth Planning Strategies in a Market Downturn

Apr 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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New Measures to Assist Taxpayers During Pandemic

Mar 20, 2020 |Craig Dale, CPA, CA, CFP, TEP

Income tax filing and payment extensions and RRIF minimum payment to be reduced by 20% for 2020.

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The 2020 Canadian Federal Budget

2020 Federal Budget and Possible Tax Changes

Feb 28, 2020 |Craig Dale, CPA, CA, CFP, TEP

Tax changes to look for with the Liberal minority government.

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Man eggs in one basket

Many Eggs and One Basket

Nov 15, 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?

Nov 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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2019 Federal Budget and Key Tax Measures

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

RBC Wealth Management Services analyzes the latest pre-election proposed tax measures, and the effect they may have on you.

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