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Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Incorporated Professionals

Strategies to help increase your personal cash flow and protect your practice.

Families

I provide strategies to help families to accumulate and protect your wealth.

Insurance

Protecting what matters most for your peace of mind.

Latest News

2023 Year-End Tax Tips and Strategies for Business Owners

2023, Blog, Business Owners, tax

Maximize your tax benefits as a business owner in 2023! Learn key strategies for salary vs. dividends, passive investments, and more.

2023 Personal Year-End Tax Tips

2023, Blog, individuals, tax

Maximize your tax savings! Discover expert tips on investments, family deductions, retirement, and more in our latest article.

Prepare in Advance for Next Year’s Tax Filing

Blog, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings Account

Was last year’s filing of your income tax return a satisfying experience for you? Did you have a sense of accomplishment or dismay? For many, the April 30th deadline seems to arrive way too soon. If this is the case with you, starting the process much earlier would seem to be the answer. The process should include proper record keeping, taking advantage of the tax-saving methods available to you, and, perhaps, finally getting a professional to complete and file your return on your behalf.