Today is a very special day as it marks our 24th marriage anniversary. My wife, Marie, and I are so grateful to God for how far He has brought us. We recognize how special it is to stay married for this long in the current culture we live in. So, we don’t take it for granted. We thank God for His grace. We thank God for the love we have for each other, and we thank God for all the challenges we’ve overcome. We will continue to be lifelong students of this institution called marriage, as we look forward to many more years together. Enjoy this issue where I share valuable ideas on tax and financial planning, as well as an upcoming workshop we’re hosting for not-for-profit leaders. Please remember to share this with everyone in your network:

1. Financial Governance Workshop for Not-for-Profit Organizations

We are excited to announce that registration is now open for this hands-on workshop for financial leaders in the Not-for-profit space. This workshop is tailored for small not-for-profit organizations that do not have a robust financial reporting system. If you’re an Executive Directors, a Board Treasurer, or involved in the preparation of financial statements for your not-for-profit organization, then this workshop is for you.

This full day workshop is designed to fix the systems behind your finances and also provide you with tips on grant writing.

Date: October 24th, 2025

Time: 10 AM – 5 PM

Location: Artistic Decor Venue; 66 Jutland Rd unit #43, Etobicoke, ON M8Z 2G6

Includes: Lunch + practical tools

Cost: $450 +HST per person

This workshop is not a lecture. It’s a hands-on, practical workshop where you’ll learn, apply, and walk away with systems you can use immediately. To learn more and to register, click here.

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2. Oakville Chess Club Resumes on Tuesday, September 16, 2025

If you’re looking for a great after-school activity for your child or for yourself, consider joining the Oakville Chess Club as we resume on Tuesday, September 16 for our 2025/2026 season. The Oakville Chess club is member-based and membership is open to the public. Whether you’re a novice or an experienced player, the Oakville Chess Club has a program suited for you. We meet once a week. During our meetings, we run a number of activities ranging from friendly games, tournament games, informal lessons, puzzles, etc. We learn from our games and from each other in a friendly environment. See meeting location below:

When: Every Tuesday from 6:30 PM to 8:15 PM

Where: Walton United Church, Youth Hall, 2489 Lakeshore Road West, Oakville

I suggest you come out to the club any week when we resume to check out the experience at no cost. To learn more about the Oakville Chess Club and to join the membership, click here.

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3. Personal Tax Planning Considerations

With just a little over three and a half months till the end of the year so, now is the time to start planning on how to minimize your 2025 personal tax liability. Start by estimating your personal tax liability now to determine how much taxes you will be paying in 2025. With this information, you can consider strategies to minimize taxes such as contributing to your RRSP or increasing your contributions; deferring income; splitting income; transferring securities with unrealized gains between accounts; etc. More specific strategies to follow in the coming weeks. And I suggest you consult your Tax Specialist for more insights on your personal situation.

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4. Getting the in-depth advantage

This month, I begin a 3-year indepth tax program to deepen my knowledge in the field and to help solve the increasing tax issues our clients are facing. The In-Depth Tax Program (IDTP) is CPA Canada’s flagship certification for CPAs and business professionals looking to accelerate their career in tax. I’m excited to continue to develop myself professionally as I join Canada’s most reputed tax training program. I can’t wait to share the deep insights from this program with all of you. So, keep an eye out for this if you’re looking to accelerate your wealth tax-efficiently.

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5. Why Boredom is Good for You

If you’re like most of us and you can’t get away from your phone or other electronic devices, you need to watch this video to learn why boredom is not a bad thing. I bet you will get some great insights from this just like I did.