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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

Deciding Between TFSA and RRSP: Which Investment Option Is Right for You?

Blog, RRSP, Tax Free Savings Account

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news - it doesn’t have to be an either-or choice. Why not do both? Below are the features of both plans to help you understand the differences.

2025 Financial Calendar

Blog, Family, Financial Planning, personal finances, RRSP, tax, Tax Free Savings Account

Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you're planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2025.

2024 Year-End Tax Tips and Strategies for Business Owners

2024, Blog, Business Owners, Financial Planning, tax

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.