Resources for Lawyers

Over the years, I have been fortunate to have the opportunity to work with many successful lawyers. There are several topics that are of particular interest to many lawyers, particularly those who are Partners (or on the path to becoming Partner in the near future).

 

Please review the documents below that are of interest to you and reach out if there is anything that you would like to discuss.

 

Wealth Management Overview

Expert resources to meet your wealth management needs

 

Taxes and Tax Strategies

Handy Financial Planning Facts - 2024

Ontario Personal Tax Rates - 2024

Debt swap and debt conversion strategies - Reduce your taxes by restructuring debt

 

Professional Corporations

Professional Corporations - Is incorporating your professional practice right for you?

Corporate Tax Rates - 2024

Understanding corporately owned life insurance

IPP - Maximizing retirement income with an Individual Pension Plan

 

Are you an Executor?

The Executor Checklist