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“The two most important days in your life are the day you were born, and the day you find out why.”
-Mark Twain

Financial Planning for Families, Small Business Owners & Professionals.

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning.

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

SMALL BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

This month’s Perspectives in Planning Newsletter

Small Businesses! Applications for Canada Emergency Commercial Rent Assistance starts May 25th

May 24, 2020

The Application portal for the Canada Emergency Commercial Rent Assistance (CECRA) opens at 8:00am EST on May 25th

Expanded eligibility for CEBA $40,000 interest-free loan

May 19, 2020

The Prime Minister outlined the expanded eligibility for the Canada Emergency Business Account and highlighted companies such as hair salon owners, independent gym owners with contracted trainers and local physio businesses will now be eligible. "If you are the sole owner-operator of a business, if your business relies on contractors, or if you have a family-owned business and you pay employees through dividends, you will now qualify." - PM Justin Trudeau

Apply starting Friday for Canada Emergency Student Benefit! Help on the way for seniors.

May 13, 2020

The Canada Emergency Student Benefit (CESB) provides financial support to post-secondary students, and recent post-secondary and high school graduates who are unable to find work due to COVID-19.

Extended! Canada Emergency Wage Subsidy extended beyond June

May 08, 2020

On May 8th, Prime Minister Justin Trudeau announced that they will extend the Canada Emergency Wage Subsidy (CEWS) beyond June.

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