Looking for Some Good Books to Read?
Between a new puppy and a cottage, I haven’t found much time to sit down and write this summer. However,[…]
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Category: Uncategorized
Trouble on the Global Ex-Horizon? Management Risks of Corporate Class Funds
Corporate class funds have been around for a long time. The main advantage of corporate class funds is to avoid[…]
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Addy Podcast Appearance: Money, Medicine, & More
I recently had the pleasure of chatting with Stephen Jagger, co-founder of the Canadian real estate crowdfunding platform Addy. We[…]
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Foreign Currency Hedging: Easy Using ETFs, But Should You?
Currency exchange rate fluctuations impact returns with foreign investments. ETFs make currency hedging easy. But should you FX hedge?
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Investment Management Fees: The Potential Cost of Complacency
Advisor & investment management fees can drag on portfolio growth. What is the cost of complacency vs making the switch to DIY investing?
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Canadian Physicians Financial Wellness Conference 2024
I am excited to announce that tickets are on sale for the Canadian Physicians’ Financial Wellness Conference. It will be[…]
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Corporate Capital Gains Harvesting To Boost Tax Deferral or Current Personal Finances
I first wrote about the strategy of realizing a capital gain inside a Canadian Controlled Private Corporation (CCPC) on purpose[…]
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The Money Scope Ep 3: Making “Good Life” Decisions
The route that our lives take is influenced by the decisions that we make along the way. Financially, those choices[…]
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Corporation Account Types: Know Where The Money Is
A corporation has different accounts to optimally hold your money. There are also notional accounts that only exist on paper. Still, those can mean real money through the tax refunds and advantages they offer. Learn how.
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Physician Empowerment Conference 2023
One of the planks of The Loonie Doctor mission is to collaborate with others who share my passion for empowering[…]
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