Client Processes

Compliance Documentation

Journey of Taxpayer in Canada

Basics of the Canadian Taxation System

Taxation in Canada

What is FHSA?

What is RRSP?

How Segregated Funds works?

Investment Concepts

Investment Accounts in Canada

Working of CI and DI

Health and Dental Plans

Corporate Training

Explaining Permanent Life Insurance

Financial Planning for Business Owners

Using non-reg account to fund life insurance

Segregated Funds VS Real Estate

Stop Prospecting: positioning as solution provider

Estate Planning

Corporate Tax Planning - Infinite Banking

Whole life illustration - Manuife

Estate Planning - Karan