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Year-End Tax Planning That Actually Works
Webinar Toronto, Ontario
Most business owners and professionals are so busy that tax planning rarely makes the top of the to-do list - which is exactly why CRA ends up with more of your money than they should. Trust me, they don’t mind that at all. In this practical session, we shared straightforward and effective year-end strategies to help you keep more of your hard-earned dollars where they belong - in your pocket. Stay informed to stay ahead!
How to talk to your kids about money
Webinar Toronto, Ontario
As a parent, I have learned that some of the most meaningful financial lessons we can teach our kids aren’t found in textbooks - they happen at the dinner table, the grocery store, or even when they ask, “Why can’t we just buy it?”
In my recent webinar, we explored how to make money conversations simple, natural, and empowering. From explaining the difference between needs and wants to showing kids how saving and investing can help their dreams grow, it’s all about building confidence early. The goal isn’t to raise little investors - it’s to raise thoughtful, financially aware adults who see money as a tool for freedom and impact. Stay informed to stay ahead!
The 7 must-knows before you sell your business
Webinar Toronto, Ontario
Approximately 75% of small and mid-sized businesses are set to change hands in the next decade, but most owners are flying blind when it comes to exit planning. I was joined by Alex Shteriev of Beacon M&A to cover the 7 key things every owner needs to know before selling — including: The #1 mistake that leaves money on the table; Why strong financials matter more than strong sales; What buyers really value (it’s not just revenue). If you’re even thinking about selling in the next few years, this is a must-watch. Stay informed to stay ahead!
Gold is crushing stocks - now what?
Webinar Toronto, Ontario
Most investors have little to no gold exposure – and that could be a costly oversight. From inflation hedging to geopolitical risk, gold is making a compelling case as an important diversifier for most portfolios. In our recent webinar, we explored why gold is not just a hedge – but a high-performing asset in its own right. We looked at the data, the drivers, and why gold is quietly beating stocks over multiple time frames. If you’re wondering whether gold deserves a place in your portfolio, this session is a must watch. Stay informed to stay ahead!
New Tariffs, New Rules - Is your Portfolio and Business Ready?
Webinar Toronto, Ontario
Markets have entered a new phase of uncertainty—and the latest wave of tariffs may be just the beginning. In this recent webinar, we heard directly from RBC’s top strategists—Joseph Wu and Josh Nye—on what these trade shifts mean for inflation, interest rates, and where portfolios may be most vulnerable.
The risks are real—and so are the opportunities. If you’re unsure how these developments could affect your investments, feel free to reach out. Stay informed to stay ahead!
Covered call option strategy: Minimizing risk, maximizing cash flow
Webinar Toronto, ON
With market swings getting wilder, bond yields fading, and taxes heading north, investors are searching for ways to stay ahead. In this exclusive webinar with J.P. Morgan, we break down the covered call strategy, which offers a powerful trifecta – reduce risk, boost income, and trim your tax bill.
Watch the recording now to explore ways you could enhance the portfolio returns.