How the right application of these accelerators can accelerate the growth of your wealth
Why are the rich getting richer and everyone else getting poorer? Are the rich smarter than the rest of the world? Are they more talented? What …
How the right application of these accelerators can accelerate the growth of your wealth
Why are the rich getting richer and everyone else getting poorer? Are the rich smarter than the rest of the world? Are they more talented? What …
On Saturday, June 11th, 2022 we will be hosting the Tax-Efficient Wealth Summit in a live in-person event in Mississauga. We have assembled a great lineup of speakers that will challenge your thinking and show you ways you can build …
If you listen to mainstream media, you will agree that debt is a big topic, particularly household consumer debt. And in many cases, you will find experts hammering on not just consumer debt, but also on all types of debt.…
As we approach the May 2 filing deadline for personal tax returns in Canada, most taxpayers will be filing their tax returns using a do-it-yourself tax software.
Often, these taxpayers assume that using a do-it-yourself tax filing software means they …
Minimize taxes with the tax-efficient plan
There is no doubt that taxes will increase in the coming years with the massive money printing going on right now to provide relief for individuals and businesses suffering financially as a result of …
Five ideas to consider in building assets that generate monthly cash flows
If we’ve learned anything from this coronavirus pandemic, it is the importance of having strong diversified sources of monthly cash flow. This pandemic proved that many individuals and …
10 considerations for creating a perfect income plan
One of the biggest concerns retirees face is the fear of running out of money during retirement. As you transition into retirement, one big question that is front and centre is “How …
“You don’t buy life insurance because you are going to die, but because those you love are going to live.” — Unknown author
In my new book, Tax-Efficient Wealth, I discuss tax-exempt life insurance as one of the tax-efficient …
“Next to being shot at and missed, nothing is quite as satisfying as an income tax refund.” — F.J. Raymond
When it comes to taxes, the term “income” isn’t quite as straightforward as you might think.
In Canada, there are …
This pandemic has forced a lot of people to make significant financial decisions.
Some have sold assets to generate income to fund basic living expenses.
Some have sold assets to address immediate health issues.
Some have sold assets to pay …