Investments

WATCH MY VIDEO ON HOW TO MAKE THE INVESTMENT MANAGEMENT FEES ON YOUR RETIREMENT SAVINGS TAX DEDUCTIBLE

     

Comments Off on WATCH MY VIDEO ON HOW TO MAKE THE INVESTMENT MANAGEMENT FEES ON YOUR RETIREMENT SAVINGS TAX DEDUCTIBLE   |   Posted in Investments,Latest News,Retirement Planning October 02, 2019

SHOULD YOU PAY TAX ON THE FURNITURE AND JEWELLERY YOU SOLD?

  The Canadian Business Journal

Comments Off on SHOULD YOU PAY TAX ON THE FURNITURE AND JEWELLERY YOU SOLD?   |   Posted in Investments,Latest News,Tax Planning December 21, 2018

SHOULD YOU INVEST IN SMALL BITS OR BIG CHUNKS?

  Globe & Mail - June 2018

Comments Off on SHOULD YOU INVEST IN SMALL BITS OR BIG CHUNKS?   |   Posted in Investments,Latest News June 15, 2018

USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH

    Starting January 1, 2016, the annual TFSA dollar limit decreased from $10,000 to $5,500 and will be subject to indexation. The TFSA contribution limit for 2018 will remain $5,500. This is since the indexation adjustment for personal income tax and benefit amounts is 1.5% for ...

Comments Off on USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH   |   Posted in Investments,Latest News,Tax Free Savings Accounts February 02, 2018

MY INTERVIEW IN THE GLOBE & MAIL ABOUT FOCUSING ON BITE-SIZED GOALS HELPS PEOPLE OVERCOME THEIR FINANCIAL BLIND SPOTS

      Focusing on Bite-sized goals helps people overcome their financial blind spots

Comments Off on MY INTERVIEW IN THE GLOBE & MAIL ABOUT FOCUSING ON BITE-SIZED GOALS HELPS PEOPLE OVERCOME THEIR FINANCIAL BLIND SPOTS   |   Posted in Investments,Latest News November 29, 2017

MY INTERVIEW IN THE WEALTH PROFESSIONAL MAGAZINE

    My Interview in the Wealth Professional Magazine

Comments Off on MY INTERVIEW IN THE WEALTH PROFESSIONAL MAGAZINE   |   Posted in Investments,Latest News November 29, 2017

DONATING SECURITIES IN KIND

   

Comments Off on DONATING SECURITIES IN KIND   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News October 27, 2017

FINANCIAL PLANNING

 

Comments Off on FINANCIAL PLANNING   |   Posted in Investments,Latest News August 10, 2017

MY INTERVIEW ON CTV NATIONAL NEWS ABOUT THE RISE IN INTEREST RATES

       

Comments Off on MY INTERVIEW ON CTV NATIONAL NEWS ABOUT THE RISE IN INTEREST RATES   |   Posted in Investments,Latest News August 10, 2017

AFP FUNRAISING DAY

  It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.

Comments Off on AFP FUNRAISING DAY   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News,Tax Planning June 16, 2017