So the Markets Have Rallied, Now What?

Jun 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.

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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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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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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.

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