How To Build Tax-Efficient Investment Portfolios

Apr 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

Tax Benefits of Working From Home

Dec 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.

Read more

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.

Read more

New Measures to Assist Taxpayers During Pandemic

Mar 21, 2020 |Craig Dale, CPA, CA, CFP, TEP

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

Read more

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.

Read more

Many Eggs and One Basket

Nov 16, 2019 |Craig Dale, CPA, CA, CFP, TEP

The wisdom of consolidation and the advantages of working with just one investment advisor

Read more

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

Read more

Understanding Your Investments Statements

Oct 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Clarifying book value, market value, performance and taxes on your investment statements!

Read more

The Pitfalls of Joint Ownership

Apr 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Considering if joint ownership is good estate planning or problematic tax planning.

Read more

Contribute to an RRSP or TFSA?

Apr 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