Publications
Peace Arch News – Dave’s Monthly Articles
First published in the Peace Arch News, these articles unpack the process and strategies that Dave and his team of specialists use to personalize the wealth management experience of each client.
Dave’s 2024 Articles:
Dave’s 2023 Articles:
- Planning in an age of longevity October 2023
- Retiring Well: Finding purpose requires planning! September 2023
- Don’t leave planning for aging parents until there’s a crisis August 2023
- Who do you trust? July 2023
- Making the most of a defined contribution pension plan June 2023
- Why are defined benefit pensions on the decline? May 2023
- The ABCs of investment accounts: TFSAs for generational wealth transfer April 2023
- The ABCs of investment accounts: Accelerated RRIF withdrawals are better for some March 2023
- The ABCs of investment accounts: RDSPs deserve more attention February 2023
- The ABCs of investment accounts: Optimizing RESP withdrawals January 2023
Dave’s 2022 Articles:
- The ABCs of investment accounts: Gifting education through RESPs December 2022
- The ABCs of investment accounts: Spousal RRSPs can balance tax burden November 2022
- The ABCs of investment accounts: Finding flexibility in locked-in retirement accounts October 2022
- The ABCs of investment accounts: The best time to convert your RRSP to an RRIF September 2022
- The ABCs of investment accounts: RRSPs aren’t always the best choice for retirement saving August 2022
- The ABCs of investment accounts: Use your TFSA for long-term investments July 2022
- How secure are CPP and OAS? White Rock wealth advisor explains where the money comes from June 2022
- What’s the best time to take CPP and OAS? May 2022
- Understanding retirement savings: What pensions Canadians receive, and when April 2022
- Everyone thinks about taxes in the spring. Savvy investors consider taxes year-round. March 2022
- Falling in love is the easy part — marrying assets takes expertise! February 2022
- The best (and worst) ways to use a TFSA January 2022
Dave’s 2021 Articles:
- With planning, legacy gifts can help you and your favourite charity December 2021
- Your Will is powerful, and can offer a meaningful gift November 2021
- Risk Management vs. Wealth Management October 2021
- A good financial plan is about more than just numbers September 2021
- Meet the architect, and the project manager, behind your Total Wealth Plan August 2021
- Even elite advisors need teammates! July 2021
- Successful small businesses seek help from the pros June 2021
- An inside look at the collaborative process supporting Total Wealth Planning May 2021
- Life… and after life: A Total Wealth Plan includes both April 2021
- How INSURANCE fits in a Total Wealth strategy March 2021
- Where does family fit in your financial plan? February 2021
- When working with a financial advisor “pays dividends” January 2021