Host Trevor Dale interviews lawyer Mark Epstein in the video below. Mark is a lawyer with offices in Barrie, Newmarket, Vaughan and Mississauga Ontario. Our focus in this episode was on real estate law however his practice covers family law, wills and estates,...
Trevor Dale talks about the advantages of various types of mortgages as they relate to a medium size business owner. Should she go with a home equity line of credit, an interest only mortgage or a regular principle and interest payment mortgage? Listen for details and...
In this episode Trevor Dale talks about how having an offensive mindset financially is better than having a defensive mindset. The best defense is a good offense. Let’s think about the hockey team who plays a defensive game and in the last period the score is...
Every time I had met with a bank or investment advisor it always started with “please fill out this questionnaire”. The questions are emotionally based and relied on the investor who did not have a market expertise to make decisions where someone with a market...
It’s easy to figure out that many people will need somewhere around $2.5 million in savings in order to have $100,000 of pre-tax earnings that is designed to last in perpetuity. The formula for figuring out this is below. Retirement planning is a simple process...
