Notes

Canadian Investing & Tax Strategy

An overview of how I think about investing, registered accounts, tax deferral, and leverage as one connected strategy.

Portfolio Foundations

The ideas underneath the rest of this series — owning the market, the two ways to take on more risk for more return, and why I prefer leverage over concentration.

RRSP & Spousal RRSP

How I think about RRSPs and Spousal RRSPs as tax-deferred accounts, especially when one spouse is in a high tax bracket and the household can plan around lower-income years.

RESP Strategy

How I think about RESPs, government grants, contribution timing, and the practical withdrawal rules as a Canadian parent.

The Smith Manoeuvre

Converting non-deductible mortgage interest into deductible investment-loan interest. A leverage strategy first, a tax strategy second.