Tax Strategies

Using Your Corporation As Your Retirement Fund

Can you fund your retirement from your corporation? That’s the question I answer in my latest video specifically for business owners. This is part # 2 of the video I did last week, where I go deeper into tax-efficient investment strategies when owning a corporation. It may seem complicated (if you’re talking to your accountant),…

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5 Best Ideas To Optimize The Smith Manoeuvre

Is your mortgage tax deductible? You know the basics about the Smith Manoeuvre. This video is about the practical issues you may run into and how to maximize the benefits. We are Canada’s Smith Manoeuvre experts and have helped thousands of families implement it. Many “Smith Manoeuvre experts” just offer you a mortgage and leave…

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Live Q&A from Canadian Financial Summit

I expected questions on my 2 talks at the Canadian Financial Summit a month ago. I was surpised to get questions on many topics, including: How to setup a tax-efficient retirement income. The truth you need to hear about why the investment industry forces you to invest in bonds. Bonds – a horrible place to…

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Q&A from Canadian Financial Summit (podcast)

Your questions from the Summit are answered here! The biggest online personal finance conference in Canada is the Canadian Financial Summit, which was a few weeks ago. I was interviewed for 2 intriguing talks: How to Easily Outperform Investment Advisors & Robo-Advisors The High Risk of Bonds: Are Bonds Actually Safe Investments? Here are my answers to…

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