Welcome to my How To posts! I hope you can learn something and improve your finances or investing. If there are any topics you’d like to learn more, please send me an email.
Investing How To
How To Assess If The Smith Manoeuvre Is Good For You
You will learn to evaluate what it means to your debt to do the Smith Manoeuvre.
How To Choose Which Account To Invest From
You will learn to understand the basic tax treatments of RRSP, TFSA, and unregistered accounts.
How To Review Your Portfolio
You will learn the ways you can review your portfolio.
How To Screen Dividend Stock Investments
You will learn how I do my technical screening of many stocks which allows me to further research some potential investments.
How To Track Your Dividend Income
You will learn how to track your dividend income from month to month and stock by stock.
How To Maximize Your RRSP
You will learn the long term benefits of re-investing your tax refunds in different accounts.
How To Start Dividend Investing With Little Money
You will learn how to start investing with transfer agents at no cost.
How To Track Your Asset Allocation
You will learn how to track your asset allocations and the different filter you can put on it.
How To Track Your Dividend Investment Performance
You will learn of a different way to track your investment performance for your dividend earnings and invested capital.
How To Transfer Shares To Your Kids
You will learn how to get your children started with stock investing.
How To Use StockChase.com
You will learn how to leverage Stock Chase to keep in touch with the news and picks from different analysts.
Mortgage How To
How To Evaluate The Benefits Of Breaking Your Mortgage
You will learn how to calculate your cost of breaking your mortgage and assess the benefits for the life of your mortgage.
How to improve your cash flow by optimizing and reducing your automated spending
You will learn some tricks to better manage your monthly spendings.





