banner
 
September 2019 Book a Meeting Client Login
 
 
How Inflation Affects Your Financial Strategy
 
 

If you were going to recommend a treatment plan for a loved one suffering with alcoholism, would you prescribe more alcohol as the best course of action to help them to recover or otherwise improve? Now put this question aside for the moment.

Let us look at the personal situation of the average Canadian these days and make some observations about what their circumstances look like as they go about their daily activities in life, work, & family. Then we will tie these real-life situations together with the riddle.

We live in a world of low inflation, less than...

Continue...
 
 
 
Tax Planning Tips for the Self-Employed
 
 

If you are a solo entrepreneur or are otherwise self-employed, you are aware that it is nearly impossible to take into account all the various tax consequences of your business decisions. You have a business to run and customers to please, so decisions are often made on the fly.

You hope that you will be able to sort it out adequately at a later date. The problem with this strategy is you are likely paying thousands of dollars in taxes to Revenue Canada that could otherwise be in your pocket.

This is where effective tax planning comes into play. A professional tax advisor will assist you in considering the tax implications of your decisions so that you get the most ’bang for your buck.’ In today’s economic climate, self-employed persons, cannot afford to...

Continue... Easy Print (PDF)
 
 
 
What if I Suffer a Critical Illness?
 
 

Many falsely believe they will not be victims of a critical illness like cancer, heart attack or stroke. They also believe that if they do experience a serious illness, the healthcare system will look after them. Nothing could be further from the truth.

It took Darren almost 3 years and dozens of chemotherapy sessions to beat his cancer. His wife, Jolene, covered most of the bills during his recovery period. He couldn’t return to his old job and had to take a lesser paying position. It has been very stressful for Darren and Jolene to make ends meet on less income as well as pay off the debts that piled up while he was recovering.

Sean owns a small business. In spite of his healthy, active lifestyle, it was an enormous shock when...

Continue... Easy Print (PDF)
 
 
 
Our Website
 
 
Our Services
 
 
Financial Library
 
 
 
About Us
 
 
Resource Centre
 
 
Money Tools
 
 
 
I take a simple view of life: keep your eyes open and get on with it.
 
Laurence Olivier
 
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.