My Blog
Six of the biggest market crashes in history
As the finance profession dusts itself down from the pandemic-induced plunge of March 2020, WP looks at how it compares to other seismic market events ...
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Pandemic aid programs to be extended by a month
Finance Minister Chrystia Freeland says government is also freezing subsidy rates at current levels as many businesses are still struggling - programs to be extended ...
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Government of Canada clarifies taxation for intergenerational transfers of small business shares
News release From: Department of Finance Canada July 19, 2021 - Ottawa, Ontario: Today, the Honourable Chrystia Freeland, Deputy Prime Minister and Minister of Finance ...
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Why Choose Guaranteed Investment Fund
*Why Choose a Guaranteed Investment Fund (GIF)? Desjardins Financial Security Independent Network. For its distinctive features and benefits in estate planning ...
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OHIP Coverage – Major Changes on Travel Insurance
OHIP Coverage – Major Changes on Travel Insurance: Health Care Travel Insurance Changes to OHIP coverage is a good reason to take a fresh look at travel ...
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What is Financial Advice and Why Is It Important
What Is Financial Advice And Why Is It Important? MDRT Blog | Sep 8, 2020 An advisor’s value is in the advice! The value of a financial advisor is not in selling products ...
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How Insurance Needs Change Over Time
MDRT Blog | Sep 9, 2020 Many people shop around for the best price on gasoline, yet they might not do the same for their insurance. They buy a homeowner’s policy ...
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RRIFs and Successor Annuitant Benefits
RRIFs and Successor Annuitant Benefits Empire Life | Dec 3, 2020 Sam and Christine live in Moncton, New Brunswick. Sam is celebrating his 71st birthday this year ...
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Business Owners be Alert about Passive Income Rules
Business Owners Be Alert About Canada’s New Passive Income Rules! The revised rules for CCPCs passive investment income – adjusted aggregate investment income – affects ...
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Temporary Income Support for Workers and Parents
Temporary Income Support for Workers and Parents. Canada Revenue Agency Income For Canadians without paid sick leave (or similar workplace accommodation) who are sick ...
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Coronavirus
Coronavirus - Covid-19 Canada - Aug 14, 2020: According to the World Health Organisation (WHO) website - SARS coronavirus (SARS-CoV) is thought to be ...
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Disability Financial Planning
Disability Financial Planning - Ontario Health | Dec 8, 2020 Financial matters: A stroke can affect your ability to earn a living. It can ...
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As a financial planner at DFSIN and DFSI, I look forward to meeting you and understanding your goals and needs.
As a professional in the field of insurance and investments, my understanding of people's goals and aspirations has created a lasting bond over two decades. The key to their success has been my passion for excellence.