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

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.

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

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

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