About —
I come from an entrepreneurial home with eleven older siblings. I grew up working in many of their businesses and saw first hand the challenges and rewards that being a business owner provided. I have always been drawn to the special mix of passion and grit that's at the core of every entrepreneur.
In my 20+ year career working with small and medium business I've learned the importance of focus, being goal-oriented and staying organized. This was not only a key ingredient for success but also necessary for providing stability and sanity in life.
In my practice I partner with entrepreneurs, professional corporations and executives that value proactive planning and crave efficiency. Our team includes experts who focus on executive compensation, advanced financial planning, corporate and personal taxation, business succession, philanthropic planning, US Cross-border considerations and income planning. Together we create and guide the detailed comprehensive plans needed to successfully achieve your goals.
I encourage you to reach out, I'd love to learn more about you and what your working towards.
A real financial plan
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100 - 37 Richard Way SW
Calgary, AB T3E 7M8
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The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOWtrending advice & stories
2024 Outlook: Are we heading into a recession or recovery? Why not both?
As we wave goodbye to 2023, we can also expect to bid adieu to some of the key events of the year that made it especially challenging for the markets. The central bank interest rate rises, which brought about a mini banking collapse early in the year, appear to have come to an end, while inflation is moving toward target levels.
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The RRSP deadline 2023: what you need to know
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How do rising interest rates affect you?
Anyone with a variable rate mortgage in Canada understands the impact of rising interest rates. A rate hike can either cause borrowers’ debt payments to climb or reduce the amount of principal their mortgage payments pay off. Interest rate rises are caused when the Bank of Canada decides to increase its overnight rate, which is a short-term interest rate that factors into lending costs. Depending on the economic circumstances, interest rates can rise substantially over a year.
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Important dates to help you get ready for tax season
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