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With the rise of private equity investments and the associated lack of standardized reporting such investments contain, it becomes more important for wealthy investors to calculate their own rates of return. One way to do this is using an internal…
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What are the EIFEL rules?
Near the end of 2022, the CRA introduced new rules that limit the proportion of interest & financing expense that may be deducted for tax purposes. These new rules may impact family office financing and income splitting arrangements. To provide…
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How Are MLPs taxed in Canada?
A master limited partnership (“MLP”) is a publicly-traded limited partnership. They payout a high level of cash income investors because of their unique tax structure. Because of this, MLPs are considered “high yield” investments; most suitable for income-oriented investors. How…
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Family Office Cybersecurity Tips
Modern family offices have transitioned away from paper records towards digital record keeping using secure e-mail and cloud storage. The result is increased workflow efficiency and the ease of sharing information with professional advisors. But, the transition to online communication…
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Overcoming Overconfidence Bias
Overconfidence shows up as a common investing bias that can drag down our returns. But, merely recognizing our overconfidence can improve our results. This post describes some of the ways that overconfidence fools us and how to overcome it. Overconfidence…
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Making Investment Goals
Are you an investor who’s been just going with the flow, not really sure where your portfolio is headed? Then, it’s time to set some investment goals and give your portfolio some direction! Not only will it bring you peace…
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Why have a will?
Are you a wealthy investor who’s been putting off creating a will? Well, it’s time to put your affairs in order and get that will drafted! Not only will it bring you peace of mind, but it will also ensure…
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20 Dividend Growers for 2023
This post describes why I bought 20 dividend paying stocks this week and how I decided which ones to choose.
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Are Canadian CDRs a good investment?
This post describes what CDRs are and whether they are good for Canadian investors. What are CDRs? Canadian Depository Receipts (“CDRs”) were introduced by CIBC as an alternative way for Canadian investors to hold certain US listed stocks. CDRs work…
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Evaluating Your Performance
Most investors do not evaluate the performance of their investment portfolio. This means most investors are unaware of whether their portfolio is trailing a passive benchmark or whether they are getting value for the fees they are paying their investment…