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Your Year-End Financial Checklist

Posted by on Dec 13, 2017 in Articles |

As 2017 winds down, assess your finances and get them new-year ready. Your overall quality of life is directly related to the overall quality of your finances. So as one year ends and the next is about to begin, take some time to be sure you’re making the right choices financially. That will make for a truly happy new year. Set a budget And stick to it. With the holidays fast approaching, you need to create a realistic budget that will allow...

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How to Keep Your Business Running in an Emergency

Posted by on Oct 24, 2017 in Articles |

Business owners need to prepare for the unexpected. Here’s what you can do to ensure your company can keep going when you’re not around. You were hit and killed by a bus last night.  How does your business look today?  Will it keep running now that you’re no longer around to oversee it? Are your business, business associates and family facing a chaotic mess? “That all depends on whether or not a business owner or partner has planned for an...

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Building Wealth Outside Of Your Business

Posted by on Apr 3, 2017 in Articles |

Many entrepreneurs are so focused on their business that they don’t invest outside of their company. But they should. When Brendan Charters started renovation and home building company Eurodale Developments in 2003, he made a promise to himself: he wouldn’t plow all of his assets into his business. Many owners have a lot of their wealth tied up in their companies, but he didn’t want to be exposed to a single sector and company. “The old adage...

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Planning Strategies for Small Business Owners

Posted by on Mar 13, 2017 in Event |

Thursday, March 23rd 11am – 12pm 228 Pine Street, Sudbury, ON (Boardroom Entrance) Please RSVP to attend the in-person event: 705-675-5495   Topics to include: – understanding business income taxes – Best Practices for cash flow – investment options – how to manage expenses – how to protect your income potential – how to put you and your family first Norm will also be available...

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How Long Will The Markets Soar Under Trump?

Posted by on Nov 30, 2016 in Articles |

It has been more than two weeks since Donald Trump won the presidential election, and Wall Street is still celebrating. U.S. stock markets locked in their third straight week of gains Friday, with major indexes reaching record highs this week. The surging markets appear to be in reaction to the potential benefits of a Trump presidency, such as lower corporate and income tax rates, higher infrastructure spending and looser regulations. If...

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