Taking Care Of Business - Golden Horseshoe

Grow, Organize, Optimize Your Business

Is a podcast simply a sales pitch? No!

Is a podcast simply a sales pitch? No!

I discuss why a podcast is way more than just simply another sales pitch to existing and new clients, and how it can be a dynamic education and marketing tool

Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Some will require action and should be reviewed annually.

What Has Emotional Intelligence Got to do with Our Sense of Inclusion

What Has Emotional Intelligence Got to do with Our Sense of Inclusion

Emotional Intelligence is important for understanding diversity, equity and inclusion in the workplace. What exactly is Emotional Intelligence

Is Clubhouse audio drop in still a 'thing'?

Is Clubhouse audio drop in still a 'thing'?

Have you used Clubhouse or another audio drop in app? Still on the fence? You may have missed the boat!

You Don't Like To WRITE? How do you transfer your passion?

You Don't Like To WRITE? How do you transfer your passion?

In the age of the Internet, if you own a business, writing can help build trust and lead to great long term relationships. Time to dust off your keyboard.

How to Prepare for the Next Big One

How to Prepare for the Next Big One

The last event I attended prior to COVID was the Daytona 500 in February 2020.

Key Points for Wills and Powers of Attorney’s

Key Points for Wills and Powers of Attorney’s

Families during COVID-19 have realized that they should focus on concerns such as planning the family’s future.

Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals

Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals

One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated.

Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax

Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax

Old Age Security (OAS) is an income benefit that is paid to Canadians once they reach the age of 65. This article discusses strategies to avoid any clawbacks.

What Tax Season Means for Accountants

What Tax Season Means for Accountants

Tax season is a busy time for businesses and individuals preparing to have their taxes completed by an accountant.

Benefits of Outsourcing your Bookkeeping

Benefits of Outsourcing your Bookkeeping

Outsourcing your bookkeeping is a good way to run a cost-effective business and allows for a business owner to spend more time building the business.

Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses

Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses

Unfortunately, as you age, you may have increased health care and medical costs that are not paid for by the government.

Avoid a huge $$$$ mistake. Check your beneficiary designations now!

Avoid a huge $$$$ mistake. Check your beneficiary designations now!

Who you named as a beneficiary can be easily forgotten. Review your beneficiaries to make sure that the designations match your entire estate plan.

Should home and investments be jointly owned with children?

Should home and investments be jointly owned with children?

A common question is should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?

Registered Education Savings Plans

Registered Education Savings Plans

My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense?

10 Reasons to Consolidate Your Investments

10 Reasons to Consolidate Your Investments

Retirement Income Planning should include consolidation of your investments and financial advisors as you approach retirement.

Who should you name as Executor?

Who should you name as Executor?

A common question I received as an advisor is whom should we name as executor in our Wills? The true answer is that it depends on your situation.

Pump Your Tires!

Pump Your Tires!

Be sure to pump the tires of your own personal retirement and estate plan as soon as possible. Meet with your advisor.

Do you need Disability Insurance?

Do you need Disability Insurance?

A commonly overlooked important financial strategy, is having appropriate Disability Insurance.

What is the Process once you Hire a Financial Advisor?

What is the Process once you Hire a Financial Advisor?

Understanding your financial situation is a critical first step in choosing a financial advisor.

Why the Legacy Conversation is Important

Why the Legacy Conversation is Important

The Legacy conversation is an important talk to have with your children and beneficiaries in order to reduce stress and potential conflict in the future.

How Much Does a Kitchen Renovation Cost

How Much Does a Kitchen Renovation Cost

Thinking of a kitchen renovation? Use the tips in this article to calculate your likely costs. Plus we share a tip to get your renovations done without paying.

The Real Affect of Taxes and Inflation on Investment returns.

The Real Affect of Taxes and Inflation on Investment returns.

Over the long term, taxation and inflation reduces your real purchasing power.

Should we take Advantage of our Unused RRSP contribution limits?

Should we take Advantage of our Unused RRSP contribution limits?

A common question that we receive every year prior to the RRSP deadline is should we take advantage of our unused RRSP contribution limits?

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Today we are going to be reviewing portfolio rebalancing, and how it can be used to your advantage.

YOUR FREE RETIREMENT READINESS REVIEW

YOUR FREE RETIREMENT READINESS REVIEW

To find out if you are on track, and to evaluate if our services would provide value to your family, you can schedule a 15-Minute call.

How Remote Workers Can Fine-Tune Their Virtual Communication Skills

How Remote Workers Can Fine-Tune Their Virtual Communication Skills

Sharpen your virtual communication skills in the days of remote work by implementing simple yet effective tips to put across your point with greater impact.

The Four Essential Family Conversations

The Four Essential Family Conversations

Important conversations to have with your parents, children, and executor and powers of attorney, if not your children.

How to Price in Your Small Business

How to Price in Your Small Business

If you are a service provider, your first thought is to offer pricing per hour, but is that the best way for you to price your products and be profitable?

You better have a Plan for a Retirement Home

You better have a Plan for a Retirement Home

There comes a time for a family to have the conversation about retirement and living options for their elders.

A Great Way to Maintain Strength While Working From Home

A Great Way to Maintain Strength While Working From Home

How to get rid of the stress of working from home by increasing and maintaining strength, balance, flexibility and mobility

Accounting Consulting and Business Advisory for Business

Accounting Consulting and Business Advisory for Business

From launching your business and setting up your financial systems to planning for success, Scott Gray, CPA, CMA will help you every step of the way.

What are the top 26 Estate Planning tips to consider?

What are the top 26 Estate Planning tips to consider?

Estate planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries.

Entrepreneurial Mindset for Women

Entrepreneurial Mindset for Women

Yes, an entrepreneurial mindset exists in everyone, it's just how and when you decide to become an entrepreneur. There is no one recipe that fits all!

Does My Podcast Name Really Matter?

Does My Podcast Name Really Matter?

Today, I’m talking about podcast titles - those wonderful little bits of information that guide us as to what we will be hearing in podcast.

How Can A Boss Make Work From Home Easier For Teams?

How Can A Boss Make Work From Home Easier For Teams?

With work from home being adopted by organizations all over the world, here are a few ways through which a boss can make remote work easy for teams.