“I have personally known Dave for most of my life. On top of being great friends, we have had business dealings in the past, long before he was my financial advisor. The same was true then as it is now, he is an honest man who knows his stuff. If you decide to let Dave help you with what you need, you won’t be disappointed!” - Clinton S.
How would $10,000 help your small business? Apply to receive a Canada Life Business Boost grant. Applications are open to businesses with 1-150 employees until Nov. 12, 2020. Apply at canadalife.com/businessboost #CLBusinessBoost #ForLifeAsYouKnowIt
Read MoreProviding a great compensation package for your employees is more important today than ever. And making any medical / dental / vision expenses a tax-deductible corporate expense is also important for business owners and their families. An HSA is a great offering, and here’s why…
Read MoreOver the past few months, there has been excellent progress made, and a lot of evolution in the areas of Employer-Sponsored Group Benefits Plans. Here, we introduce the new electronic enrollment process that sponsors and plan members of Canada Life Group Benefits Plans will enjoy.
Read MoreIntroducing A Unique Tax-Exempt Investment-Grade Asset Class that Never Goes Down. Depending on your goals, be they personal or corporate, this unique asset class may just be the most meaningful investment decision you ever make.
Read MoreUpdate on the ADAPTATIONS that I have made to my own business. Brief Market Commentary. ADAPTATIONS that are being made by the carriers as a result of COVID-19. And, I summarize the Federal Government Emergency Support Programs
Read MoreMy thoughts and praise for the Canadian Federal Government’s financial support for Small Businesses and Entrepreneurs in an effort to stabilize the economy and bring confidence to small business owners and their employees.
Read MoreMy response to client questions around the details of their Extended Group Benefits Plans during short-term layoff… and other questions answered. Image by Avel Chuklanov on Unsplash
Read MoreI’d like to share some good news about Bear Markets as we wave goodbye to the longest ever Bull Run. Image courtesy of Canada Life.
Read MoreMy thoughts (and a link to Brent Joyce’s thoughts) on the market volatility associated with COVID-19. Image courtesy of GLC Asset Management.
Read MoreMy thoughts and review of a great movie, and how it relates to financial risk management and financial planning.
Read More“Success looks good on you; your business is doing well!.” What options exist to both protect yourself, and diversify your investment holdings?
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