News and resources for Canada's top financial advisors
It's not actually that advantageous to hold investments inside a corporation.
By Dave Faulkner | March 27, 2017
3 min read
An analysis of how fees can impact the average person’s retirement savings.
By Dave Faulkner | February 28, 2017
4 min read
Planning and Advice
Every financial plan is subject to two budgets per year: one federal, one provincial.
By Dave Faulkner | March 30, 2016
The best strategy is not the one that provides the highest income or the lowest tax bill, it is the one that the client understands, is willing to implement and achieves his or her income needs.
By Dave Faulkner | February 22, 2016
At this time of year, most advisors get asked if it is better to invest in a TFSA or an RRSP. I was asked that exact question at a recent speed networking event. I had just introduced myself as a financial planner to a man in his mid-40s and before I could ask him what […]
By Dave Faulkner | February 18, 2016
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read