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Meet The Team
About Lori
Our Partners
Testimonials
Reach Your Goals
Our Approach
How I work with you
Our Clients
Who We Help
Women & Wealth
Medical Professionals
Resources
Blog
Publications
Contact Me
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Meet The Team
About Lori
Our Partners
Testimonials
Reach Your Goals
Our Approach
How I work with you
Our Clients
Who We Help
Women & Wealth
Medical Professionals
Resources
Blog
Publications
Contact Me
Publications
Tax Planning
September 12, 2022
Tax Planning for the Family Farm
September 13, 2022
Leveraged Investment Strategies and Interest Deductibility
September 27, 2022
Is a Professional Corporation Right for You?
Business Advisory & Succession Planning
September 12, 2022
As a business owner, what’s your succession and transition plan?
September 12, 2022
Do you have a succession plan for your business?
Managing Your Wealth
September 30, 2022
Registered Education Savings Plan
September 12, 2024
Unlock the Potential of Your TFSA
November 2, 2022
RRSP Rules
May 18, 2023
Tax Planning for Physicians - Professional Corporations
Economic and Market Updates
September 2, 2022
Global Equity Weekly
September 2, 2022
Focus
September 2, 2022
Global Markets Commentary