Sadly, Canada is out of the world cup, but what an amazing run we had! Big congratulations to the Canadian team for a great performance and for inspiring many upcoming football players in this country. The excitement of the world cup continues and for those of you that joined the GMS FIFA World Cup 2026 Fantasy League, we are getting closer to the final standing and prize distribution. Please complete this short form to help identify yourself if you’re part of the fantasy league. Finally,...
2 months ago • 3 min read
We’re just a week from the 2026 Tax-Efficient Wealth Summit. If you have not yet registered, I invite you to register as soon as possible as the early bird discount is now extended to June 15th! When it comes to tax planning, waiting until next tax season to “figure it out” is a mistake. The window to plan is now and we will share some ideas during the summit. Enjoy this issue where I share some key tax and financial planning tips to help you navigate both simple and complex tax situations....
3 months ago • 3 min read
It’s almost here…the FIFA world cup is only 10 days away! This rare opportunity in our city is worth celebrating. We plan to host some watch parties at our office, and get together at the FIFA Fan Festival in Toronto. So be on the lookout for more information on this. For now, you can join the GMS FIFA World Cup 2026 Fantasy League for a chance to win some cash prizes (at least $500 in total cash prizes). It’s FREE, fun and an opportunity to showcase your knowledge of the game and...
3 months ago • 3 min read
Happy Victoria day long weekend! Recently, I was a guest at Tobi Adekeye’s Wealth on Your Terms podcast where we discussed different ideas on how to minimize taxes and accelerate your wealth. If you’ve not seen it yet, you can watch it here and while you’re there, remember to subscribe to my YouTube Channel to get more valuable content that will help you live a tax-efficient life. Enjoy this issue where I share key tax and financial planning tips to help you navigate both simple and complex...
4 months ago • 5 min read
What now? I’m not referring to Trevor Noah’s podcast show, which I love. This is a question I get from clients who wonder, “What now?”, after the personal tax filing season. Well, if you want to proactively manage and reduce the taxes you pay, now is the time to start planning towards that. This is one reason we host the annual Tax-Efficient Wealth Summit. As you may already know, we recently opened registration for this year’s summit taking place on Saturday, June 20, 2026 in Mississauga and...
4 months ago • 4 min read
We’re now less than two weeks to the personal tax return filing deadline. While many have already filed, I know most will be filing in the coming two weeks. One of the topics I discussed in my book, Tax-Efficient Wealth is the importance of knowing your marginal tax rate. I get excited and my clients also do, when we see this in action as we prepare and file personal tax returns. It is real and it is extra dollars in your hands when you understand how this works. I share more about this in...
5 months ago • 4 min read
This weekend, Adiel and I were at the University of Guelph’s Gryphon stadium for the 2nd of 3rd tryouts for him to get a spot in the Team Ontario U-18 football team that will be competing in a tournament this Summer with other provinces in Canada. I had the opportunity to tour the university while I was there and I was impressed with the beautiful campus and amenities. As you may already know, we’re deep in the personal tax season, so it’s super busy at the firm. In this issue, I share some...
5 months ago • 3 min read
Last weekend, Adiel and I attended our annual men’s retreat in Muskoka organized by our church, Hope Bible Church Oakville, themed “The Fight of Your Life.” It was a needed reminder that, as men, we must take sin seriously, stay alert, and resist temptation through faith in Jesus Christ. The time in God’s word and fellowship with our brothers was a great way to pause and prepare our hearts for Easter. In this issue, I share some key tax and financial planning tips to help you navigate both...
5 months ago • 4 min read
Last weekend, Adiel and I attended our annual men’s retreat in Muskoka organized by our church, Hope Bible Church Oakville, themed “The Fight of Your Life.” It was a needed reminder that, as men, we must take sin seriously, stay alert, and resist temptation through faith in Jesus Christ. The time in God’s word and fellowship with our brothers was a great way to pause and prepare our hearts for Easter. In this issue, I share some key tax and financial planning tips to help you navigate both...
5 months ago • 4 min read