Personal Wealth

I Tracked All My Taxes for a Year

According to the Fraser Institute, Canadians pay about 43% of their income in taxes. To test their tax estimate against my own situation, I tracked all the various taxes I paid throughout the year. I reveal how much I paid, and how I stack up against the Fraser Institute’s estimates.

Starting Out

Rent or Own Your Home? A Handy 5% Rule

I have discussed renting versus buying a home several times before – such as here, here, and here. Today, I want to correct a common misperception on that front, plus provide a sensible solution for helping you decide whether to rent or own your home. I call it the 5% Rule.

Market Research

Is your portfolio sufficiently diversified?

We have recently learned of the death of British mathematician Edward H. Simpson (1922-2019). Simpson first distinguished himself during World War II as a code breaker for the Royal Navy, when he enabled the interception of numerous ships carrying supplies for the troops led by Germany’s General Rommel.

Featured Contributors

  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • Graham Westmacott

    CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • PWL Capital

  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
Arrow Left Arrow Right