Category Archives: Blog

The federal government announced its annual budget on March 29, 2012 and found within its pages is a proposal to change the Life Insurance Exemption Test. For many this is an attack on the last legally sanctioned tax shelter left in …
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Across the United States with the down turn in the stock market variable annuities have become a major part of the retirement and investment planning for many Americans. For Client’s who have moved to the US and given up their …
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“I have no special talents. I am only passionately curious.”  Albert Einstein Over the last few days I have incubated in the recesses’ of my mind what self mastery means to me as I choose to personally define this concept, …
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20 years ago I graduated from university to enter my career, having no idea of what life had in store for me. Now in middle age, I find myself reflecting more and more on my professional journey, where I have …
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Recently I was researching the histories behind  the creations of the RRSP and 401k for a presentation I was preparing for tax specialists in Southern California. It occurred to me how little decisions can make big differences in our end …
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Have you every wondered how much the life time value of a client relationship is worth to your practice and your financial wellbeing? Over the years I have often sat down to figure this question out. What this process has …
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Social media has profoundly altered the way companies and entrepreneurs market and communicate with their audience.  Millions of people have made online sharing part of their everyday lives, creating new communication channels and challenges for companies. Unfortunately, because of SEC …
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I joke regularly that I am inherently lazy. So what this laziness has prompted me to do is refine a mythology to maximize my new business generation activities. We all know that we make money by working with clients, not …
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Its been almost thirty years since I first heard Marshall McLuhan’s cultural paradigm “The Medium is The Message” and, like you, I have always tried to figure out what this meant.  Over the years the question “what is a client …
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