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Home
My Philosophy
Our Approach
Wealth Stages
Publications
Contact Me
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Home
My Philosophy
Our Approach
Wealth Stages
Publications
Contact Me
Client Login
Publications
Education & Knowledge
November 23, 2022
Networth Newsletter
September 2, 2022
2025 Wealth Planning Facts & Figures
November 12, 2024
Consider tax-loss selling in your year-end planning
September 1, 2022
Registered Retirement Income Funds
October 27, 2023
First Home Savings Account
September 13, 2022
Retirement Expense Worksheet
Estate & Succession Planning
November 2, 2022
Importance of Estate Planning
September 2, 2022
Preparing Your Last Will and Testament
September 21, 2022
Executor's Task List
October 11, 2022
Probate Fees and Taxes
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Estate Information Organizer
Research
September 5, 2022
Equity Research Strengths & Distinctions
September 14, 2022
Rates Scenario
September 2, 2022
The Goods
September 2, 2022
Global Equity Weekly
November 28, 2022
Investment Strategy Summary
Tax Planning Strategies
September 12, 2022
The CRA’s Foreign Reporting Requirements
October 29, 2022
RRIF Payout Schedule
February 6, 2024
2023 Tax Reporting Guide for BMO Nesbitt Burns
January 18, 2023
2024 Personal Tax Calendar
June 12, 2024
Capital Gains Tax Update - What You Need to Know Now
Real Estate
September 2, 2022
Planning for the Family Vacation Property