2020 Progress ReportThese actions are listed in order of importance....
In my communication with clients who do not follow through on advice I have given them, they usually apologise and give an excuse for their inertia. What I have started to reply is something along these lines: Don’t apologise to me, it’s yourself you are hurting. Good...
One of the lesser known tax credits is the disability tax credit(DTC). If a person has difficulty with at least one of the basic activities of daily living such as speaking, hearing, seeing, eating, walking, dressing, bladder functions, or mental functions to the...
I know it has been a good few weeks but thank you to those who replied to my question: Is financial planning easier or more difficult than 20 years ago? No one said it was easier although we certainly have more tools to make it so. Here in order of importance are the... 
