Sunday, 17 May 2015 11:19

Get a Round Tuit Today

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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

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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

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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

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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

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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”
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.
Monday, 16 February 2015 00:00

Your Ability To Earn Is The Main Concern

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Nobody wants to think about becoming disabled but it happens. Most people I have spoken to in my over 20 years working in the insurance industry were concerned about losing their job,
Monday, 02 February 2015 00:00

Does the 40% include you?

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According to The Canadian Cancer Society a staggering 40% of all Canadians will develop cancer in their lifetime.
It’s a new year, a time of renewal, a time when many of us make resolutions, and set fresh goals.
Wednesday, 10 December 2014 00:00

Didn't See That Coming

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David Letterman has a funny segment in his show titled "Didn't see that coming" and usually the joke is about something that was bound to happen based on an individual's prior actions.
Sunday, 09 November 2014 00:00

It's your Money: Part 3

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In this article we will discuss the concept of paying yourself first and the use of credit and debit cards. 
Friday, 17 October 2014 00:00

It's your Money: Part 2

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In this article we discuss budget design and maintenance and organizing and keeping good records. If you recall from our previous article, money management entails balancing savings, spending, wants, needs, cash flow and debt.
Sunday, 07 September 2014 00:00

Difficult Conversations

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Recently I sat down to dinner with two of my clients and had an informal yet frank discussion about what kept them up at night.
Thursday, 04 September 2014 00:00

It's Your Money: Part 1

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A lot of people go through their life in denial about the importance of money in their lives or their ability to handle it.
Friday, 11 July 2014 00:00

Graduation Day, are you prepared?

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Every parent wants their children to have the benefit of a college or university education.
Life insurance for many people, represents a grudge purchase, a necessary evil that is imposed on them.
Wednesday, 04 June 2014 00:00

Renovator’s Green Guide: Decks & Patios

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In 2011, $63 billion was spent in the renovation sector in Canada, exceeding new home construction expenditures by approximately $20 billion.
Wednesday, 04 June 2014 00:00

How Important is Rate?

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Often times, borrowers are fixated on their mortgage rate because it’s the one aspect of their home financing they know to ask about.
Saturday, 29 March 2014 00:00

The Walking Dead

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Most of us are familiar with the popular television series “The Walking Dead”. The show while totally fictional, gives great insight into how many humans behave – Just like the Walking Dead.
It is difficult for anyone to face the possibility of disability, incapacity or loss of independence; however, everyone should plan for these eventualities.
The RRSP deadline is just around the corner and many Canadians are thinking about putting money into their RRSPs and this is a good thing, because like it or not, all of us will, at some point in the future, retire (as in stop working) and will need income that will hopefully last until we depart this earth.
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