I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop… [more]
A new year means new limits and data. Here’s a list of new financial planning data for 2017 (In case you want to compare this to past years, I've included old data as well).
Pension and RRSP con… [more]
The fall season is certainly well know for getting back to school so it's also an opportune time to to talk about finances for post secondary students. Here's a segment I did recently on Alberta Pri… [more]
In over two decades of working with people and their money, it’s become clear that the average person generally does precisely the worst thing at the worst time.
As a result, most of us fall shor… [more]