Newsletter, podcast & upcoming Events



1pm EST


Incorporating For Realtors

Where: Zoom

For realtors considering incorporating:

  • Know the facts – Don’t get caught up in the hype
  • Understand how income personally and corporately intertwines
  • How does investing come into play?

Incorporating sounds great but there is a checklist that should happen prior to incorporating. Know the facts before making this critical decision.



1pm EST


Year End Financial Planning

Where: Zoom

What do you need to do as Dec. 31 approaches? How should you track your progress and growth?

  • Key areas to focus on
  • Setting financial priorities that increase your wealth
  • The 4 Pillars of Wealth

I use an incredible process in business and life that helps me improve and accelerate finances and business. I’ll show you how I apply this to financial planning.



7:30pm EST


Are RRSP’s Right For Me?

Where: Zoom

Many people wonder how RRSP’s affect their retirement. 

  • Should I be contributing to RRSP’s?
  • Are there alternatives?
  • How does this affect my Old Age Security?
  • What options do I have?

By joining this webinar you should know how using RRSP’s affect your retirement, what other options are available and what do I do about it are answered.


Taper Tantrum or Equity Foreshadowing?

While many indices are hitting all-time highs, underneath the surface there is much more occurring. On June 16 the US Federal Reserve released its meeting minutes that outlined a one year acceleration on the time frame to raising interest rates in the US to 2023,...

The Monthly – June 2021

In this newsletter we are going to provide a brief market update followed by an in depth conversation around the impact of inflation across your life using the 4 Pillars of Wealth. The stock markets were generally up in May 2021 with the exception of the US tech heavy...

Market Update – May 2021

The data that came out in April is now in the spotlight in May more than ever. The debate about interest rates, inflation, global production, currencies and more are discussed then wrapped up with a discussion on portfolio positioning. See More...