In the media
Click on the links below to read articles that we've contributed to.
How this former professor saw through the fog of early retirement. Plus, seven tax tips and traps to consider in 2025 (only available for Globe and Mail subscribers)
Finding insurance solutions for the uninsurable (only available for Globe and Mail subscribers)
How life insurance can make for more tax-efficient intergenerational wealth transfers
What cottagers need to know about the Bank of Canada’s interest rate cut
Taxing capital gains: entrepreneurial kryptonite or tax fairness?
Health and fitness top New Year resolutions for 2024
Owners to sell Cambridge Tim Hortons after 55 years in business
Ten money management and investing books you should read this summer (only available for Globe and Mail subscribers)
How increasing interest rates could impact homeowners
Making financial moves ahead of RRSP deadline
Want to know which way markets are headed? There’s a popcorn index for that (only available for Globe and Mail subscribers)
Retired and eyeing GICs? Why you should take a look at what insurance companies have to offer (only available for Globe and Mail subscribers)
12 life insurance beneficiary mistakes to avoid
Giving back to front line workers
Smart charity: Strategic donations
Breakfast Networking
Where else can you be introduced to new business prospects, have breakfast and be back at work, all by 9:30AM?
Our monthly Breakfast Networking events enable you to connect and network with like-minded business owners while enjoying a power breakfast at a variety of venues around the Markham area.
During the event, attendees are given the opportunity to promote their products or services and to learn more about others in attendance.
The Breakfast Networking events are typically held on the 2nd Thursday of each month (with the exception of July).
Insurance companies don’t pay a death benefit to dead people.
They pay it to the people we love, the businesses we’ve built, and the charities we care about.
If there were a way that YOU could be the beneficiary of your own life insurance policy while you were still ALIVE…
WOULD THAT BE WORTH KNOWING BEFORE OR AFTER YOU NEED IT? 🤷♂️
Insurance companies don’t pay a death benefit to dead people.
They pay it to the people we love, the businesses we’ve built, and the charities we care about.
If there were a way that YOU could be the beneficiary of your own life insurance policy while you were still ALIVE…
WOULD THAT BE WORTH KNOWING BEFORE OR AFTER YOU NEED IT? 🤷♂️
If you know the date, feel free to share it below… or maybe today’s the day to rethink it. ❤️
If you know the date, feel free to share it below… or maybe today’s the day to rethink it. ❤️
*Source: Canadian Taxpayers' Federation
*Source: Canadian Taxpayers' Federation
YouTube
My sincere thanks to Olimpia Vaszily and the team at MTVA for including me in this beautiful piece on Hungarian Christmas traditions beyond Hungary.
If you’d like to watch, jump to 44:50 to see how we carry the tradition forward.
My parents immigrated to Canada from Hungary 🇭🇺 in the early 1970s. While I was born here, Hungarian was my first language, and I’m deeply grateful they passed it on to me. It’s a reminder that when traditions are shared with love, they last.
👉 https://tinyurl.com/4sj8hk6t
My thanks to Attila Solymár and the Money & Culture Foundation for producing a truly world-class event, to the extraordinary Colour Music Children’s Choir, Ukrainian refugee children now living in Germany, whose music and story stay with you, and to my fellow speakers and presenters who so generously shared their wisdom.
Most of all, thank you to the 900 life insurance professionals and industry leaders who came together to elevate the noble profession of life insurance in Hungary. Moments like this remind us why this work matters.
It's more important than ever to support Markham's front-line workers amid 3rd wave
Smart Charity: Strategic Donations Maximize Both Gifts and Tax Breaks
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