Managing risk is a key component of successful investing. There is investment risk that we try to mitigate through diversification.[…]
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Personal finance flog for Canadian doctors and other high income professionals.
A Canadian physician blog for helping other Canadian physicians learn to manage and improve their financial health, invest, and build wealth to support them in having fulfilling careers and lives.
Tracking Difference: Hidden Cost of ETF Investing or Nothingburger?
I am a proponent of passive index ETF investing. Historical performance supports that view with most active managers trailing the[…]
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Corporate Class Swap ETF Tax Calculator
If further passive income shrinks your SBD faster than a dip in a cold lake, the corporate class ETFs have a major advantage compared to conventional income-generating ones.
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Loonie Doctor: Year Two In Review
The Loonie Doctor Blog is now wrapping up its second full year of helping Canadian high-income professionals to not get[…]
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Swap ETF Evolution To Corporate Class (Part 2: Rise of the Resistance)
Horizon’s Total Return Index (TRI) ETFs use a swap structure. That makes them very tax-efficient by tracking the total return[…]
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Swap ETF Evolution To Corporate Class (Part 1: Attack of the T2 Legislator)
The Horizon Total Return Index (TRI) or swap-ETFs have several benefits that I wrote about previously. The most exciting of[…]
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Rational Reminder Podcast Appearance
What do you get when you mix a loonie doctor with a couple of the most rational and evidence-driven financial[…]
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Investment Income & Taxation: Intelligent Design or Jurassic Park?
In a previous post, I discussed how to assess your risk tolerance and then use that to choose the asset[…]
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Can You Benefit From The Loosened GRIP on CCPC Passive Income Tax?
The Federal government changed the rules in 2018 to limit the small business deduction (SBD) for Canadian Controlled Private Corporations[…]
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Corporation vs RRSP vs TFSA Simulator: Under the Hood
I have developed an online simulator to model some of the most common dilemmas about how incorporated professionals should pay[…]
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