Personal Wealth Susan Daley I Tracked All My Taxes for a Year PWL Capital 2019-05-16T09:00:49 May 16, 2019 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.
Personal Wealth PWL Capital Susan Daley Handling Money (and Taxes) with a Side Hustle or Self-Employment 2019-04-18T11:00:35 April 18, 2019 If work for yourself or have a side hustle on top of your regular job, there are extra complications when it comes to calculating and saving for taxes. You might worry if you’ve planned things out properly or if you’ll be hit with a big unexpected tax bill. In this post, I outline how to handle taxes as a self-employed individual or side hustler and tips for managing your money.
Personal Wealth PWL Capital Susan Daley Payroll Taxes and Taxable Benefits 2019-04-8T09:37:45 April 8, 2019 Many of you have been in the situation where you were quoted a salary or hourly rate, were excited to get your first paycheque and disappointed when you don’t receive as much as you expected. You’ll have to thank taxes, CPP contributions, EI premiums, and benefits for that. I’ll go into more detail about how each of these deductions work.
Market Research PWL Capital Peter Forsyth If we priced tickets fairly, we’d be out of business. 2019-03-22T15:25:49 March 22, 2019 If we priced tickets fairly, we’d be out of business. It is getting to be that time of year when many of us are booking flights for vacations. Let me relate to you what I learned about “full service” airlines.
Personal Wealth PWL Capital Graham Westmacott Creating Pension Income: Dividends or Balanced portfolios? 2019-03-22T10:15:35 March 22, 2019 There are many ways of generating income from a portfolio. We consider how inflation and volatility influence two popular choices.
Graham Westmacott MBA, CFA, Portfolio Manager Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.
Susan Daley CFA, CFP, Portfolio Manager Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
Jason Primmer Investment Advisor, Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is currently working towards his CFP and other financial designations.
