March 21, 2017

Health IS Wealth

Estimated reading time: 60 seconds

Hope you are well.

Spring has sprung!

Most people mistakenly think about ‘wealth’ only in terms of dollars and cents.

They forget that ‘health’ is a key wealth component.

That attitude gets shattered every time a personal or family health situation intrudes.

July 26, 2016

The Tax Grind

Estimated reading time: 55 seconds

The Brexit vote just weeks ago rattled global markets.

Equity markets were shaken, nervous investors headed for the exits, respected currencies got clobbered, and former Prime Minister David Cameron of unwanted Panama Papers fame gave up his digs on Downing Street.

May 1, 2016

Where is your Will?

Estimated Reading time: 50 seconds

It’s déjà vu all over again.

Prince’s sudden death a few weeks ago at the young age of 57 was quickly followed by reports of a huge estate estimated at up to US$500 million, a priceless treasure chest of unreleased music, international legions of grieving fans and NO WILL!

April 15, 2016

Stay out of the papers

Estimated reading time: 30 seconds

Do you bank in Canada or Panama?

Are your legal affairs handled by a local law firm or world-sprawling Mossack Fonseca?

February 29, 2016

Divorce and Taxes

Estimated reading time: 25 seconds           

The financial fallout of divorce extends far beyond legal costs, alimony and child care expenses.

In addition to finding a new place to live, people displaced by divorce must deal with a wide range of financial and tax considerations, even when no children are involved.

November 19, 2015

New Government, More Taxes

Estimated reading time: 50 seconds           

Canada’s new Prime Minister was elected on the promise that high-income Canadians will soon pay more taxes.

We launched our new website last week, to help high net worth taxpayers preserve their wealth, and keep more of what they have worked for.

October 26, 2015

Canadians may owe taxes to the U.S. tax department

Estimated reading time: 25 seconds

We pay a lot of taxes.

Canadians have grown accustomed to paying a widening burden of income taxes on what we make, consumption taxes on what we spend, and municipal taxes on where we work and live.

October 16, 2015

Tax rules change in 2017

Estimated reading time: 20 seconds

What usually happens when tax rules change? People end up paying more taxes.

New tax rules coming on January 1, 2017 will likely forever change the unique tax benefits currently available to Canadians with Participating (“PAR”) Whole Life Insurance policies….and Ottawa will collect more taxes.

May 12, 2015

In Praise of Mothers

Estimated reading time:  45 seconds

Happy (Belated) Mothers Day!

This post is dedicated to my late mother Frances Halpern, of blessed memory, who passed away at age 82 in 2007 after many years of failing health.

February 9, 2015

RRSPs and Hypnosis

Estimated reading time: 30 seconds

RRSP season is now in full swing.

We are inundated with soothing ads encouraging us to save now for a dreamy retirement with an RRSP.

November 21, 2014

Free Money                                                                      

Estimated reading time: 60 seconds .

Here are 3 ideas to help you find money, make money and save money.

1 - Find Money

October 30, 2014

A real deal at the big box store?

Estimated reading time: 40 seconds

People like me shop at big box stores for good deals on many useful products.

From tires to toilet paper, consumer-friendly pricing explains the packed parking lots and overstuffed shopping carts.

October 2, 2014

Strategies for kids with special needs

Estimated reading time: 60 seconds

The grandparents of a special needs child contacted me recently wanting to do something “different” to provide for their grandson and his parents.

The boy was born with a severe disability requiring special care - an emotional and financial challenge for any family.

May 9, 2014

CBC Marketplace strikes again

Estimated reading time: 45 seconds

CBC Marketplace has warned consumers again about Canadian banks offering imperfect advice and unfriendly insurance products.

They went undercover seeking financial advice from the country's top 5 banks and financial institutions….and….spoiler alert….the results are scary.

March 21, 2014

Charity begins at the office

Estimated reading time: 30 seconds

I love my job!

It allows me, on a daily basis, to help people get properly protected from whatever lies ahead.

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