21 Apr 2015

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.

01 Apr 2015

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.

01 Apr 2015

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.

28 Mar 2015

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”

12 Mar 2015

Tax Sheltering Your Investments Using Life Insurance

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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.

16 Feb 2015

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,

02 Feb 2015

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.

12 Jan 2015

Financial Fitness – It’s Easier Than You Think

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It’s a new year, a time of renewal, a time when many of us make resolutions, and set fresh goals.

10 Dec 2014

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.

09 Nov 2014

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. 

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