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As Seen On..

As Seen On..

Doctors and dentists are great at caring for their patients, but often not as good at looking after their own financial health. Paying closer attention to finances now can help ensure a better quality of life when they decide to retire. MISSISSAUGA, ONTARIO -...

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Estate Planning & Testamentary Trusts

Estate Planning & Testamentary Trusts

March 21, 2022 I also cover this in a YouTube video. Click here to watch!   If you have children and your plan is to leave them the bulk of your estate, how do you make sure – in the case they get married and then divorced – that their ex-spouse doesn’t get 50% of the...

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What is a TFSA?

What is a TFSA?

March 28, 2022 I also cover this in a YouTube video. Click here to watch!   What is a Tax-Free Savings Account (TFSA) and why should every Canadian citizen have one? In this blog, I will give you all the necessary facts you need to consider so that you can make an...

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Ontario Dentist Magazine

Ontario Dentist Magazine

Sean Robertson BHSc DDS John Moakler BMath, CFP, CLU, CSC Rick Goldring BA, CFP, CLU, ChFCChoose Your Own Adventure: The "Perms and Combs" of Career Investing and Practice Sale StrategiesRemember those “Choose Your Own Adventure”books in elementary school? They...

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