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Home
About Me
How I work with you
Publications
Contact Me
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Home
About Me
How I work with you
Publications
Contact Me
Publications
Publications
Responsible Investing
May 1, 2021
Considering Responsible Investing? Here's Why You Should
Tax Planning
September 30, 2022
The CRA’s Foreign Reporting Requirements for Foreign Affiliates
October 5, 2022
Understanding Personal Holding Companies
September 30, 2022
CRA Foreign Reporting
September 13, 2022
How Investment Income is Taxed
Insurance Planning
September 12, 2022
Cross-Border Implications of Purchasing Life Insurance Policies
Business Advisory & Succession Planning
September 12, 2022
Intergenerational Wealth Transfer
COVID-19 Update
April 14, 2020
Portfolio construction during these challenging times
Tax Planning Strategies
September 2, 2022
Canadian Snowbirds and U.S. Income Tax
Managing Your Wealth
September 30, 2022
Are All Fees Created Equally?
Economic and Market Updates
September 2, 2022
Talking Points
July 3, 2023
Investment Strategy
September 2, 2022
Global Markets Commentary
Education and Knowledge
September 1, 2020
Periodic Table of Asset Class Returns
September 1, 2022
Investing Handbook