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Modern Library

Welcome to the Learning Center

This is your go-to hub for financial insights tailored to business owners and professionals. Here you'll find links to our Google Groups, where we regularly share articles, strategies, and updates to help you make informed financial decisions.

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New content is added regularly. Some articles may be refreshed or reposted to reflect updated information or a new perspective - so be sure to check back often.

Wealth Management for Business Owners

Owning a business opens the door to freedom, flexibility, and financial opportunity - but without a clear plan, it’s easy to feel overwhelmed or off track.

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Whether you're just starting out or looking to refine your approach, my goal is to help you make confident, informed decisions with your money. The key isn’t just working hard - it’s making sure your money is working hard for you.

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If you’re ready to align your goals with a plan that actually supports them, you’re in the right place.

Business Owners

Financial planning for incorporated professionals, entrepreneurs, and self-employed business owners. Explore practical strategies to help you grow your wealth, reduce taxes, and make smarter decisions with your money.

ODs and Medical Professionals

Whether you own a practice or not, you're a business owner. This space is designed to help you take control of your finances with strategies tailored to your profession. You will find additional information in the Business Owners section as well.

Cross Border Planning

Moving between Canada and the U.S. comes with unique financial complexities - from tax implications to savings accounts and healthcare coverage. This section covers key considerations for professionals navigating a cross-border move, so you can avoid costly mistakes and plan with confidence.

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