Featuring Brandon Paulsen RWM Financial Professional. Join Brandon and Grant as they discuss Big Ticket Items and incorporating them within your Financial Plan to help prepare for your winter getaway!

Featuring Senior Tax Professional Peter Moreira CPA, CGA, MBA. Peter discusses the proposed Capital Gains changes and the potential tax impact. The goal of this episode is to provide listeners clarity on how best to approach tax filing for 2024 tax year.

In this episode, we discuss the current divergent paths of Canada and the US. Featuring Stefanie Keller, CEO of Stellar Wealth & Tax Professionals. Stellar works with individuals that work/live cross border and Stefanie articulates the importance of the current state of affairs and the impact to clients

Episode #1 Join our host Grant McLaren with guest speaker Michelle Lalonde, Financial Professional as they go in depth about Manifesting Your Goals for the New Year!