A Financial Advisor who prides himself in providing exceptional advice, superior customer service.
11/20/2024
Planning always helps mitigate tax surprises.
Eight important reminders before the year ends In a few weeks we’ll be turning the page on 2024. The short period remaining before the new year is a great time to consider certain options that could have a noticeable financial impact in the future, especially in terms of taxes.
Timely information on probate and wills.
Understanding probate and wills — Solutions for Financial Planning | Magazine An introduction to this important legal process.
11/15/2022
On Monday, CRA announced the TFSA limited for 2023. Read how the new TFSA limit effects your contribution room.
https://lnkd.in/gGzTNfPf
CRA announces TFSA limit for 2023 | Investment Executive Inflation leads to big jump in tax bracket thresholds as well
12/15/2021
Timely article should you be travelling this holiday season
GB News | What you should know and expect when travelling outside Canada If you’re thinking about booking your winter travel, it’s important to prepare yourself with as much information about your destination as you can.
10/21/2021
Looking for health and dental benefits? Feel free to contact me for a free no obligation quote on an employee benefit plan. Group size from 2 to 100
09/23/2021
Great 90 second video on Life Insurance and the different types.
Term life insurance Important, affordable coverage that can help secure your family’s future.
06/21/2021
I wanted to share a recent survey that showed eye-popping figures on Canadians without Life Insurance.
An untimely death is not something we like to contemplate but a new survey highlights the importance of life insurance – especially for those with dependents.
It has found that 90% of Canadians with dependents are “dangerously underinsured” with many risking loved ones being left struggling if the unthinkable were to happen.
The survey from PolicyAdvisor.com found that 49% of respondents with dependents have never purchased life insurance before.
The findings were eye-opening, to say the least, but some of the hard numbers paint a starker picture about financial unpreparedness.
To find out more or simply to request a quote, please DM or call me for FREE NO obligation consultation 416-559-7739.
05/04/2021
Marriage no longer automatically revokes a will in Ontario | Advisor's Edge Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
03/22/2021
To sell or not to sell, that is the question.
Worried about a possible increase to the capital gains inclusion rate? | Investment Executive Options for your clients to consider if they’re concerned about the inclusion rate increasing
02/09/2021
To find out more information or simply would like a FREE, no obligation consultation, please feel to contact me at 416-559-7739.