Passionate about personal finance, innovative ideas & my clients.
Private Wealth Advisor at CWB Wealth.
President for The Institute of Advanced Financial Planners (IAFP).
Guide: How to draw down a $100,000 RESP over a 4 year university program.
The REAL OAS Deferral Enhancement
Tax Instalments - Everything You Need to Know!
Guide: How to draw down a $200k RESP over a 4 year university program
Optimal RESP funding strategies if you have $50,000 to invest.
Year-end Tax Planning for Americans in Canada
The corporate executor – who, what, where, why, and how much?
U.S. travel visa tips for Canadians
Are you tax planning for you, or your estate?
The Value of a Tax Deduction
Register For Our Weekly Digest
Don't miss a thing. Get everything sent to your inbox.
Sign Up Now
