Money Scope Ep 15: Budget 2024: The Capital Gains Inclusion Rate
Understanding the implications of the 2024 Federal Budget and its proposed changes to capital gains taxation is crucial for individuals[…]
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Personal finance blog 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.
Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings
Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.
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When Should DIY Investors Hire Financial Advisors?
The fees saved by DIY investing can help your investments grow faster. When could an advisor add enough value to overpower that?
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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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How To Start Investing: “Free” Advisor, Robo-Advisor, or All-In-One ETF?
Compare options for how to start investing: free advisors vs robo-advisors vs DIY ETF investing to get invested.
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Why the Best Time To Invest is Now
Once people have established a firm financial base (debt at a comfortable level and enough savings to see them through[…]
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Multiple Brokerages: Opportunities & Costs
The stocks, bonds, ETFs, or mutual funds we use to invest are held inside investment accounts like a TFSA, RRSP,[…]
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CIPF Coverage: One Brokerage or Many?
Spreading out where you invest money, diversification, mitigates the risk of any single investment or group of investments blowing up[…]
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CDIC Coverage: One Bank or Many?
Depositing your money in a bank account or as a guaranteed investment certificate (GIC), is probably the safest way to[…]
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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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