3li En Wordmark C

Being house rich and cash poor is absurd but, for many of us, the reality is that the end of the month means not enough cash inflow and too many outstanding expenses. Let’s face it, the costs of housing, childcare, and debt service have increased well over our take-home incomes in many cases.

Top 10 Reasons You're Paying Too Much In Taxes

Saturday, 22 April 2017 13:24 Written by
Whether you like it or not, taxes affect all of us. In fact, it is probably the biggest household expense (assuming you have a decent job or business), yet most people do nothing to manage their taxes. Here are top 10 reasons why you may be paying too much in taxes. 
Helping clients with business strategies, solutions, and motivation is my passion. I especially love helping clients plan and prepare before they start their own business or purchase an existing one.
One of the hardest things to do in the world is starting a business, of any kind.

4 Easy Steps To Growing Your Business

Saturday, 25 March 2017 22:19 Written by
My entrepreneurial journey began when I was 20 years old and enrolled in Centennial College.

13 Ways The 2017 Federal Budget Affects You

Thursday, 23 March 2017 13:12 Written by
The 2017 federal budget is out and there are some MAJOR changes you should pay attention to. 

How Prepared Are You For An Audit?

Friday, 03 March 2017 11:55 Written by
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.

How To Get Guaranteed Income For Life

Sunday, 16 October 2016 10:48 Written by
A workplace pension is a great thing because you know that you will have guaranteed income for life when you retire.

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

Saturday, 03 September 2016 08:22 Written by
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.

Buying Insurance is Buying Money At Discount

Saturday, 16 April 2016 11:59 Written by
You probably never thought of it but if you have ever purchased any form of insurance, you actually purchased money at a discount.

Spring Into These Tax Advantages

Monday, 04 April 2016 04:26 Written by
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.
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.

Wealth Or The Absence Thereof Is A Choice

Sunday, 28 February 2016 15:37 Written by
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.