Complimentary Insurance Review

 February 25, 2019 |Thomas De Mello

Most Canadians understand that they need insurance; however, many don't understand all the advantages that insurance can provide or the various options available. Our complimentary insurance review ensures that your coverage is appropriate for you.

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The Corporate Wealth Transfer Strategy - Minimize Taxes and Maximize the Value of your Estate

 February 18, 2019 |Thomas De Mello

The corporate wealth transfer strategy allows you to move corporate investment dollars from a tax-exposed environment to a tax-deferred one, maximizing the amount that is available to your estate.

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Investment Fees - Understanding What you Pay and Why it Matters

 February 14, 2019 |Thomas De Mello

You can’t control the markets. But you can often control what you pay to invest, and that can make an enormous difference over time.

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