Interview: Mark Epstein, lawyer – MUST WATCH –

Interview: Mark Epstein, lawyer – MUST WATCH –

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,...
Mortgage: Line of Credit VS Interest Only VS Principal and Interest

Mortgage: Line of Credit VS Interest Only VS Principal and Interest

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...
Podcast: Offense vs Defense Financially

Podcast: Offense vs Defense Financially

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...
April 2019

April 2019

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...
You Likely Need $2.5 Million to Retire

You Likely Need $2.5 Million to Retire

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...