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WEALTH CREATION

News

  If you own a corporation, consider these tax moves
They're not dance moves - the Carryback, the Bump and the Pipeline. They’re tax manoeuvres ...   Learn More ›

 

 

Changes in 2018 that may affect
your tax filings

They say that the cure for boredom is curiosity. And in case you’re curious, here’s a list of what has changed in the last year that might affect your 2018 tax filings ...   Learn More ›

 

 

Protect Your Retirement Against Stock Market Crashes
It’s only natural that older workers and retirees would be anxious about the recent stock market volatility. Older workers might not be able to make up for losses ...   Learn More ›

 

Medical Professionals

Insurer says it will pay dentists’ claims for pandemic coverage
The reassurance to the dental community comes two weeks after provincial dental associations... Learn More ›

 

Business Owners

Ottawa, banks near deal on coronavirus small business loans
Banks and government have rushed to get the loan program ready since it was announced on March 27, with input from groups... Learn More ›

 

Looking to Retire

Couple’s plan to quit work at age 60 hits a snag: market turbulence
They had hoped to quit working at age 60, but – like so many Canadians – their early-retirement dreams are fading. Planning has become difficult, if not impossible, because of turbulence in financial markets. ...   Learn More ›

 

In the News

Wealth Professional | The gatekeeper
Given the influx of private and alternative investments today, advisor Mitchell McLean says the job of determining which investment is right for each investor is more critical than ever
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My Business Magazine |MITCHELL McLEAN, CFP®
Mitch believes that it is in the best interests of every investor, to identify a role model for wealth creation, like Warren Buffett, OMERS, or the CPP, and then to duplicate their approach for successful investing.