Swap-Based ETFs – Quantifying The Risk Reward Relationship

Quantifying Investment Risk Risk is sometimes predictable and easy to quantify. Those of us who were allowed to play unsupervised[…]

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Choose Your Weapons – Financial Tools and Strategies For Incorporated Professionals to Repel Tax Pirates

I previously gave some illustrative examples of how crossing the new sliding active-passive income threshold into the higher general corporate[…]

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Limboing With The New Passive-Active Income Tax Rules for Private Corporations

It is clear to Canadians that our government leaders like to dance. The recent trip governmental trip to India also put[…]

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Into the Neutral Zone Part 2 – Does The New Passive Income Threshold Actually Matter To Your Savings?

Federal changes to small business taxation have created new rules that cause professionals and small business owners to pay more[…]

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Into The Neutral Zone Part 1- Will The New Passive Income Rules Destroy the CCPC Enterprise?

In Star Trek, the border between the hostile Romulan Empire and the Federation of Planets is called The Neutral Zone.[…]

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Reduce Investment Risk – Step Into The Loonie Doctor Dojo

My kids and I train in karate together.  They also compete while I mostly cheer them on and unofficially coach.[…]

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Managing my own portfolio is way better than dialysis!!!

Well, pretty much anything is better than getting dialysis. I hope to never need it. For the non-physicians who may[…]

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portfolio manager fees

Choosing A Financial Advisor Is Like Shopping For Lingerie

Financial advisors can spice up your financial life or they can be a waste of money. Just like lingerie. Similarly,[…]

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Financial Advisor: Asset Enhancer or Waste of Money? Like Lingerie

Deciding on an accountant and financial advisor are critical decisions for your financial success. In my last post, I talked[…]

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A Lesson in Klingon – Explaining the Refundable Dividend Tax On Hand (RDTOH) & The New Passive Income Rules

We previously did a basic overview of the 2018 Federal Budget tax changes for professional corporations and other Canadian small businesses[…]

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