Learning Centre
I’ve put together a learning centre of helpful information I have collected over the years. They include articles, fact sheets, links, videos and other great reference material. It has been grouped by category with a brief description of the material. Please call or email if you have any questions or know of a good article to include here.
Helpful Links
- SIN Application: How do I apply for a Social Insurance Card?
- Today’s Market: How are stocks markets doing today?
Tax Planning Strategies
- In-Trust accounts: Reference guide explains in-trust accounts.
- Pension Income Splitting: Learn how to reduce your tax bill with income splitting.
- Capital Loss Planning: How to turn a paper loss into a capital loss for tax purposes.
- Retiring Allowance: Shelter your severance from tax.
Investor Insights
- Dollar Cost Averaging: Investing regularly can reduce risk.
- Corporate Class Funds: Designed to save taxes and provide a future tax-efficient income.
- ETFs vs Mutual funds: What you need to know about exchange traded funds
- Home sweet home: Real estate versus mutual funds returns over past 25 years