Author : Personal Finance Expert : Tax Specialist : Husband : Father : Hockey Dad : Canadian
Toronto, Ontario
Joined May 2009
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How to claim the lifetime capital gains exemption and its much bigger sibling ourfamilyoffice.ca/article/h…
What would you do if you suddenly became a multimillionaire?
This week, I spoke with CBC following Canada’s record $90 million Lotto Max win about what newfound millionaires should think about before making any big financial decisions.
Whether your financial windfall came from an inheritance, business sale, lottery winnings, or something else, figuring out what comes next deserves a lot of thought and advice.
cbc.ca/player/play/audio/9.7…
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As year-end approaches, business owners should consider these ideas to save tax ourfamilyoffice.ca/article/a…
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Ten moves for employees to save tax before year-end ourfamilyoffice.ca/article/t…
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Year-end tax ideas to help you keep more of your investment earnings ourfamilyoffice.ca/article/y…
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With fall in the air, investors need to start year-end tax planning ourfamilyoffice.ca/article/w…
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Year-end is an opportunity for families to focus on tax savings ourfamilyoffice.ca/article/y…
Canada needs an investment strategy for small business ourfamilyoffice.ca/article/c…
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Why a tax treaty matters to the Maple Leafs – and Canadian sports ourfamilyoffice.ca/article/w…
Five ways to create financial certainty in uncertain times ourfamilyoffice.ca/article/f…
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Tips and traps for students borrowing money to pay for an education ourfamilyoffice.ca/article/t…
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Keep cash in your pocket longer with these tips for managing tax instalments ourfamilyoffice.ca/article/k…
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Buying and selling assets? Understand how to protect capital gains tax treatment ourfamilyoffice.ca/article/b…
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Beware the pitfalls of not tracking employment tax deductions ourfamilyoffice.ca/article/b…
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How good records can keep your business out of tax court ourfamilyoffice.ca/article/h…
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A primer on the taxman’s prescribed rate and what it means for taxpayers ourfamilyoffice.ca/article/a…
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Life insurance can earn its keep in different situations of life /via @globeandmail theglobeandmail.com/investin…
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When your side hustle loses money and the CRA comes knocking ourfamilyoffice.ca/article/w…
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