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.

Living in Retirement

Avoiding an OAS Clawback

If you ask me, the Old Age Security (OAS) clawback should usually be accompanied by ominous music – like the kind alerting movie-goers that the “Jaws” shark is about to attack. After all, if you don’t see it coming, it can take a nasty chunk out of your assets.

Featured Contributors

  • Raymond Kerzérho

    CFA, Director of Research
  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • 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
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