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.

April 30, 2015

All in the family

Estimated reading time: 40 seconds

I was a guest speaker last month at a Toolbox Seminar hosted by Toronto-based lawyers Gardiner Roberts LLP.

My presentation "Creative Uses of Life Insurance in Family Business Buyouts" was attended by a few dozen lawyers, accountants and other planning professionals.

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.

September 4, 2013

A big-hearted cardiologist

Estimated reading time: 25 seconds

Charitable planned giving is my favorite professional pastime.

Given the choice, most people would prefer to pay less income tax and leave more to their favourite charities.

July 8, 2013

Tony Soprano’s Taxes

Estimated reading time: 40 seconds

Fans of The Sopranos TV show were saddened to learn that 51 year old James Gandolfini died suddenly last month while vacationing in Italy.

Media speculation on the cause of death included much reporting on the actor’s weight and his last meal, which consisted of eight alcoholic beverages, two orders of fried king prawns and an order of foie gras.

June 20, 2013

Never Assume Anything (including emails delivered)

Estimated reading time: 45 seconds

“Never assume anything” Heard that before? Me too…at least a million times.

Yes, it’s a cliché, but it always ring true!

June 14, 2013

Happy Father's Day - gift included

Estimated reading time: 30 seconds

Happy Father’s Day!

This post is dedicated to my late father, of blessed memory, who died of a sudden heart attack in 1974 at the age of 50.

June 5, 2013

Truth or Consequences

Estimated reading time: 35 seconds

Telling the truth is an essential virtue, especially when it comes to dealing with insurance companies.

A schoolyard fib gets denounced with 'liar, liar pants on fire', but an insurance fib can carry disastrous consequences.

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