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The trade-offs, and what they mean for you.
My job is to highlight the trade-offs, make sense of how financial markets work, and translate what a change in any area of your plan (tax, law, investments, insurance) means for you. Written for incorporated owners and retirees, in plain language.
What you get
Useful, and short.
- One real question per issue, worked through the way I’d answer it on a call.
- Plain language, with any jargon glossed the first time it shows up.
- Sent when there’s something worth your time, from weekly to a couple of times a month. One-click unsubscribe, always.
Recent topics
The kind of thing that lands in your inbox.
Salary or dividends: how to actually decide
The trade-offs that matter: RRSP room, CPP, the corporate tax bill, and why the answer changes with your income.
What to do with cash sitting in your corporation
Working capital first, then the rest. A framework for the amount that isn’t doing anything.
Which account to draw from first
A withdrawal order that keeps you under the OAS threshold and out of a bracket you didn’t plan for.
How to read what global markets are doing
Making sense of a market move, and how a mix of asset classes is meant to behave through it.
What the asset classes are actually for
Stocks, bonds, cash and the rest: the job each one does in a plan, and why the mix matters more than any single pick.
How to read an investment performance report
What the numbers mean, what to compare them against, and what to ignore.
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