A professional newsletter offering expert insights, strategies, and trends in finance, insurance, and taxation from a professional with 30 years of experience, empowering readers to make informed financial decisions.

Welcome to “Tax Talk”, a new segment diving into the essentials of Canadian and global taxation. Unpack strategies, common pitfalls, and cross-border tax insights that matter to individuals and businesses alike.

Join the new “Global Finance Insights” segment, where we break down key financial trends, tools, and strategies shaping wealth in Canada and around the world. From personal finance to global markets, get actionable insights every episode.

Tune into candid conversations and expert insights on doing business in Canada. From navigating taxes and incorporation to mastering cash flow, insurance, and growth strategies—this podcast breaks down what every entrepreneur, professional, and small business owner needs to know to succeed in the Canadian landscape.

Welcome to the official publication of my consulting practice—where real conversations meet real results. Over the years, I’ve had the privilege of advising a wide range of clients across Canada: from students navigating their first tax season, to solo proprietors streamlining their finances, to incorporated professionals and small business owners planning for long-term growth. This space brings together insights, strategies, and practical guidance drawn directly from those one-on-one consultations. Whether you're looking to optimize your taxes, understand insurance, build a financial roadmap, or simply make smarter business decisions—this publication is here to support and empower you with proven advice and clear direction.

Introducing “Behind the Policy”, a deep-dive segment into the world of insurance and underwriting in Canada and beyond. Get insider perspectives on risk, claims, and how global trends are reshaping the insurance landscape.