FINANCE & MONEY
14 Jan 2018

As 2018 is starting off, many people are thinking of pursuing an entrepreneurial endeavor. The biggest obstacle that many face is the question of how to finance their business.

Welcome to 2018. By now everyone is in high gear and focused on accomplishing their New Year’s Resolutions.

New mortgage rules are in effect as of January 1st. What does this mean for you if you’re planning to buy a home, refinance or renew an existing mortgage?

Two weeks ago, I was at a seminar and had the opportunity to listen to a presentation by Mitch Anthony, author of “The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want”. For me, it was a great presentation as it aligned completely with my thoughts and ideas around retirement. 

18 Sep 2017

When I started my business as a “solopreneur”, I had to perform all of the functions myself.

Summer has drawn to a close, the children are settling down in school and university, and Ralston and Doreen are rearing to implement the new menus in the restaurant for the last four months of the year, to ensure that they meet the sales and profit targets set at the beginning of the year.

After tax season, one of the things we recommend to our clients is to set aside time to review their tax returns and start thinking about opportunities to improve their tax situations in the months and years ahead.

Being house rich and cash poor is absurd but, for many of us, the reality is that the end of the month means not enough cash inflow and too many outstanding expenses. Let’s face it, the costs of housing, childcare, and debt service have increased well over our take-home incomes in many cases.

Whether you like it or not, taxes affect all of us. In fact, it is probably the biggest household expense (assuming you have a decent job or business), yet most people do nothing to manage their taxes. Here are top 10 reasons why you may be paying too much in taxes. 

Helping clients with business strategies, solutions, and motivation is my passion. I especially love helping clients plan and prepare before they start their own business or purchase an existing one.

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