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April 2019 Book a Meeting Client Login
 
 
Springtime!
 
 

We had a wonderful Spring Break here in Calgary and had a lot of family time with the girls. We did a number of activities right here in Calgary including a fun day downtown. We met up with some friends and family and got in a few meals at local restaurants.

On top of that, the weather was nice so we spent a lot of time outside. Vienna, Berlin & London had a great time!

By now, you'll be getting close to the CRA's deadline to file your Income Tax. If you have subscribed for Flow-Through Shares and...

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Advice for Small Business Owners
 
 

Similar to the situation of individual Canadians, small business owners must deal with a variety of financial challenges in order to grow their businesses. Besides managing issues like cash flow and assets, small businesses must also think about taxes on income.

Without a doubt, tax return filing can be an intimidating experience for many business owners, but the process can be greatly simplified simply by keeping good financial records.

Plan ahead and have an informed estimate on your year-end financial results well in advance of the tax deadline...

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Should You Prepare Your Own Will?
 
 

Earl wants to control the distribution of his estate when he dies and feels that a Will is a good idea. He had heard the ads on radio and TV about do-it-yourself Wills and bought a National Legal Will Kit.

The booklet he received a few weeks later contained lots of useful information. There was a Glossary of Legal Terms that helped Earl understand the language of Wills and estates.

It contained a Checklist for Your Estate Trustee which lists those things that will need to be done with his estate when he dies. He will have to remember to give a copy of this list to his Trustee...

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You are never too old to set another goal or to dream a new dream.
 
Les Brown
 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.