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.

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 WEALTHinsurance.com last week, to help high net worth taxpayers preserve their wealth, and keep more of what they have worked for.

November 9, 2015

Property & Casualty Insurance

Estimated reading time: 35 seconds           

Given the choice, many people would not buy car and home insurance if they weren’t required to do so.

They buy car insurance to drive in compliance with the law, and mortgage lenders require proof of property insurance.

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.

June 22, 2015

Happy (Belated) Tax Freedom Day

Estimated reading time:  30 seconds

Canadians celebrated Tax Freedom Day on June 10th.

The Fraser Institute, a leading think tank, calculated the total tax burden imposed on the average Canadian family by our three levels of government.

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.

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.

April 9, 2014

Tax Time Blues - Be Prepared

Estimated reading time: 35 seconds

After a long and miserable winter, Canadians now face the annual dread called tax time.

Some taxpayers are in ‘search and sort’ mode right now, looking for the receipts and documents required for their personal income tax return.

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.

March 12, 2014

5 Reasons why insurance companies don’t want you to review your policies

Estimated reading time: 30 seconds

Everyone knows that insurance companies pay attention to details.

The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.

January 22, 2014

Resolutions for 2014 - Get Your Financial House in Order

This is the only time of year when people make all kinds of promises to themselves; solemn vows to quit smoking, lose weight, exercise more, work less, work more, become more spiritual, etc.

Consider adding this resolution - get your financial house on order.

Use this list to get started.

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