Dave Faulkner

Op-ed: Why Finance shouldn’t target passive investments in private corps

It's not actually that advantageous to hold investments inside a corporation.

By Dave Faulkner | March 27, 2017

3 min read

Do human advisor fees offer more value than robo-advisor fees?

An analysis of how fees can impact the average person’s retirement savings.

By Dave Faulkner | February 28, 2017

4 min read

How Budget 2016 will impact your client’s retirement

Every financial plan is subject to two budgets per year: one federal, one provincial.

By Dave Faulkner | March 30, 2016

3 min read

TFSA or RRSP? The GIS may change the answer

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

4 min read

TFSA or RRSP? The answer isn’t only about tax rates

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

4 min read