Don't Go for Home Runs, Singles Will Do

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Facing an uncertain future at retirement, Canadian retiree Pat Delaney transformed his modest savings into a thriving financial portfolio. Through innovative tactics involving the strategic movement of dividend-generating assets between taxable and tax-free accounts, he not only maintained his lifestyle but also tripled his investment. This guide shares his tax-efficient strategies, lessons learned, and the specific accounts and tools that helped him save significantly on fees and taxes, while also safeguarding against inflation.