Click here to read online newsletter - Summer 2019
Giving as a family, and as individuals: Jodie Kaufman Davis and her husband, Jamie, are instilling philanthropic values in their three kids, (l to r) Madeline, Jonah and Ella. Giving back, to the future Jodie Kaufman Davis grew up in a family where “it...
Click here to view David’s presentation - BUILDING ON SUCCESS - Advocis Simcoe Muskoka Chapter
Click here to view the "Financial News & Views – Spring 2018 newsletter.
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Click here to view the "Financial News & Views – Summer 2018 newsletter.
Maximize your contribution gains with a 3.00% * interest rate on every dollar deposited by March 15th! Please Click Here to View Online Newsletter
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Small business is up in arms about the Canadian government’s July 18, 2017 proposals on tax planning using private corporations – and rightly so. These proposals represent the biggest change to tax policy since 1972. They are complex and highly technical...
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