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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

Applications for Canada Recovery Benefit now open!

Oct 12, 2020

The Canada Recovery Benefit (CRB) is now open for applications. If you are eligible for the CRB, you can receive $1,000 ($900 after taxes withheld) for a 2-week period. If your situation continues past 2 weeks, you will need to apply again. You may apply up to a total of 13 eligibility periods (26 weeks) between September 27, 2020 and September 25, 2021.

New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan

Oct 09, 2020

Great news for businesses! The new Canada Emergency Rent Subsidy will be available directly to business owners who need rent relief. The Wage Subsidy has been extended to June 2021. And the CEBA has been expanded to provide up to $20,000 interest-free loan.

Applications for Canada Recovery Sickness Benefit and Caregiving Benefit starts today!

Oct 05, 2020

Starting October 5, 2020, the Government of Canada will be accepting online applications for the Canada Recovery Sickness Benefit (CRSB) and the Canada Recovery Caregiving Benefit (CRCB).

Throne Speech: Recovery Plan Highlights

Sep 24, 2020

On September 23rd, in a speech delivered by Governor General Julie Payette, Prime Minister Justin Trudeau outlined the Federal government's priorities.

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