My go-to-CFO

12/31/2023

Wishing all family, Friends and acquaintances near and far a very happy, healthy and prosperous 2024. May all your wishes and goals come to fruition in the coming year.

04/14/2021

If your looking to sell your business get the help to maximize your enterprise value. Taking the time to do things right is just as important as doing the right thing. It is not always evident what the right answer is, therefore it is important to get the expertise that one is lacking.

05/18/2018

More pictures from my training grounds for the Enbridge ride to conquer Cancer. Please support my fund raising efforts for a very worthy cause.

05/15/2018

03/13/2018

The 2017 RRSP season is gone however it is now time to plan for 2018. A systematic withdrawal plan is a good way to get a head start for the year ahead. Also buying investments throughout the year is a excellent way to reduce risk. Talk to us about dollar cost averaging. We are here to help all year round.

02/04/2018

RRSPs are an effective way to save for your retirement or any other purpose you get to save money that you would otherwise pay to Revenue CANADA in taxes. Don’t miss an opportunity open an RRSP account or add to your current one.

10/29/2017

People do not “plan to fail” they just fail to plan. Do not underestimate the value of a Personal financial plan. Let us help you with an FNA and get you on your way to a successful financially balanced life.

09/10/2017

If you manage a small to medium size business and cannot afford a full time CFO we should talk. Call me at 4169966460 and let's see if we can work together. My 30 plus years advising businessman like you are at your service.

07/24/2017

"Enhancing shareholders' value" is a catch phrase that is bandied about when talking about the sale of a private business. A lot of planning and preparation is required to actually achieve it. Most business owners and entrepreneurs do not seek the proper expertise and support and often fall short. If your planning on selling your business seek out the appropriate level of support that makes sense for your business.