Sunday, 16 October 2016 10:48

How To Get Guaranteed Income For Life

Written by Karl Marshall
A workplace pension is a great thing because you know that you will have guaranteed income for life when you retire.
Saturday, 03 September 2016 08:22

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

Written by Karl Marshall
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.
Saturday, 16 April 2016 11:59

Buying Insurance is Buying Money At Discount

Written by Karl Marshall
You probably never thought of it but if you have ever purchased any form of insurance, you actually purchased money at a discount.
Monday, 04 April 2016 04:26

Spring Into These Tax Advantages

Written by Karl Marshall
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.
Thursday, 17 March 2016 15:54

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

Written by Celia Meikle
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.
Sunday, 28 February 2016 15:37

Wealth Or The Absence Thereof Is A Choice

Written by Karl Marshall
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.
Monday, 01 February 2016 12:08

The Top Five Financial Products Every Business Owner Should Own

Written by Karl Marshall
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.
Monday, 21 December 2015 09:56

Why An RESP Alone Won't Cut It

Written by Karl Marshall
Many Canadian parents save in an RESP for the purpose of funding their children’s post-secondary education.
Wednesday, 18 November 2015 13:44

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

Written by Celia Meikle
You've heard the saying before, think big!
Friday, 27 November 2015 13:18

How To Pay The Lowest Income Tax Possible

Written by Celia Meikle
It's November, and if you're a business owner that means it's the time of year you should be thinking about how to minimize your income tax.
Wednesday, 21 October 2015 18:19

How To Minimize Probate Fees and Taxes Upon Death

Written by Karl Marshall
When someone passes away, their estate is subject to a process known as probate, and you may have heard this phrase, “The will has to go through Probate” before the assets in someone’s estate can be distributed to beneficiaries. 
Friday, 04 September 2015 20:44

Nothing Will Happen To Me

Written by Karl Marshall
I have heard from many people from all walks of life, in many different situations the phrase “Nothing will happen to me”. 
Thursday, 27 August 2015 14:38

The Invisible Employee

Written by Karl Marshall
Is there an invisible employee on your team? 
Wednesday, 08 July 2015 15:22

Why Every Family Should Have Critical Illness Insurance

Written by Karl Marshall
The rationale for purchasing life insurance is pretty simple and obvious, you want to make sure that in the event of your premature death your family won't be saddled with debt or struggle financially. 
Friday, 19 June 2015 14:43

How To Choose An Accountant

Written by Celia Meikle
No matter the size of your business, or its cash flow position, a business owner should never be without an accountant. 
Sunday, 17 May 2015 11:19

Get a Round Tuit Today

Written by Karl Marshall
Most of us are well intentioned hard working Canadians, we go to work or run our businesses with vim and vigor, we want to provide for our families and create a bright and prosperous future. 
Tuesday, 21 April 2015 17:19

Spring clean your finances

Written by Karl Marshall
Spring is in the air and like most Canadians you are probably engaged in spring cleaning, throwing out stuff you don’t want, getting rid of the clutter built up over the winter, and maybe buying new stuff like patio furniture, garden supplies or a new Bar B Q.
Wednesday, 01 April 2015 05:33

2014 – New tax credits/deductions

Written by Celia Meikle
Here are a few reminders to ensure that you get the maximum refund, owe no money at all to CRA, or pay the least amount of taxes.
Wednesday, 01 April 2015 05:26

8 Tried and True Tax tips

Written by Celia Meikle
Here are tried and true tax tips, irrespective of the tax year, that will ensure you maximize your refund, minimize your tax bill, or the best option where you neither owe nor get a refund.
Saturday, 28 March 2015 20:09

Charity begins at home

Written by Karl Marshall
When I am not busy protecting families with Life & Critical Illness insurance, I host a radio show on a Toronto radio station every Saturday night, and last week I played a song that got me thinking about what I do every day and why. The punch line to the song is “You’ve got to show me love”
Thursday, 12 March 2015 00:03

Tax Sheltering Your Investments Using Life Insurance

Written by Karl Marshall
If you have maxed out your RRSPs and used up all of your TFSA room; there are other options available which will allow you to continue to invest your money tax deferred.
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