03 Mar 2017

How Prepared Are You For An Audit?

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Following the increase in activities in the Canadian real estate market over the last couple of years, the CRA currently has a significant audit initiative underway that will impact taxpayers buying and selling real estate.

16 Oct 2016

How To Get Guaranteed Income For Life

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A workplace pension is a great thing because you know that you will have guaranteed income for life when you retire.

03 Sep 2016

The Kind of Insurance Parents Don't Want To Talk About

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Let me say straight off the bat that the thought of your child dying (no matter how old they are) is a morbid thought and as the father of a 21 year old son the thought never crosses my mind.

16 Apr 2016

Buying Insurance is Buying Money At Discount

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You probably never thought of it but if you have ever purchased any form of insurance, you actually purchased money at a discount.

04 Apr 2016

Spring Into These Tax Advantages

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I am an advocate for paying one’s fair share of taxes, after all, for the most part we do get value for our tax dollars in Canada.

17 Mar 2016

8 Reasons You're Having A Tough Time With The Taxman

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In my practice I have found that many of the difficult interactions with CRA can be avoided by a simple shift in how we approach them.

28 Feb 2016

Wealth Or The Absence Thereof Is A Choice

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Recently I met with a couple to discuss their insurance and retirement goals and surprisingly the husband said he didn’t believe in life insurance or leaving money for anyone else to spend when he passed away.

01 Feb 2016

The Top Five Financial Products Every Business Owner Should Own

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Those of us who are self-employed create the reality we want, at our own pace and don’t have the luxury of having an employer set up and administer pension and benefit plans on our behalf; which means we have to do it ourselves.

21 Dec 2015

Why An RESP Alone Won't Cut It

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Many Canadian parents save in an RESP for the purpose of funding their children’s post-secondary education.

18 Nov 2015

The 4 People Every Business Owner Should Have In Their Inner Circle

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You've heard the saying before, think big!

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