Skip Navigation

Contact Us

Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

A Quick Guide for Managing Life’s Financial Uncertainties

Posted on: July 16, 2018

Here is a quick guide to managing life's financial uncertainties; whether it be sudden job loss, job transition, retirement and so on, this guide will help you to evaluate your current financial situation and plan for the future.

Read more

5 Financial Pitfalls That Small Business Owners Face

Posted on: July 16, 2018

Small business owners often struggle to allocate enough time towards careful financial planning and research, which can lead to missed tax savings opportunities and inefficient transition preparation. Here, I outline a few financial drawbacks that small business owners are at risk of.

Read more

How to Maximize Your Tax Refund

Posted on: June 25, 2018

Remember that your tax refund is a portion of your hard earned income that you have lent to the Canadian government for 12-months, free of interest. When you attach this context back onto your tax refund, you might rethink how you choose to spend it.

Read more

Is A Prenup Right For You, And Your Marriage?

Posted on: June 21, 2018

Prenups often have an uncomfortable reception. It can feel as though you are betting against your marriage and thus, the question of whether to prenup or not becomes inherently complicated. As an experienced Financial Advisor, I have spoken with many clients on how a prenup can offer legal protection for the more vulnerable party and how it can save you valuable time and money spent arguing.

Read more
  • 1 of 9

Blog Archive