BL Financial Consulting
BL Financial Consulting
Blog Post
  • On July 18th, Finance Minister Bill Morneau released a detailed package of tax changes affecting small business.  On July 19th, I wrote to my MP (Karina Gould from Burlington, Ontario).  With only a 75 day consultation period, it took 42 days for my MP to respond.  Below is my email thread with my MP: 1.... Read more about Proposed Tax Changes – “Conversation” with my MP (Karina Gould) The post Pr...

BL Financial Consulting
BL Financial Consulting
Blog Post
  • In early August 2017, Holliswealth Insurance Agency Ltd. (which is currently owned by Scotiabank) will be transitioning to it’s new home at Industrial Alliance. Currently, Investment Advisors (IA’s) that work under the Industrial Alliance umbrella of companies (FundEx, Investia, IA Securities, etc.) use National Financial Insurance Agency (NFIA) as their MGA.  Currently, NFIA does not have an... R...

BL Financial Consulting
BL Financial Consulting
Blog Post
  • I know most of you rely on me to be more up-to-speed than you on insurance-based changes/issues. That said, there was much discussion about Bill S-201 that was largely overlooked because of the exempt test changes effective on January 1, 2017. Here’s the scoop…..on May 4, 2017, the Federal Government passed the Genetic Non-Discrimination Act. “This... Read more about *Important: Bill S-201 (Geneti...

BL Financial Consulting
BL Financial Consulting
Blog Post
  • By Jay Palter In the past year, Brian Laundry has increased his revenue by over 40 percent, while reducing his expenses by a similar amount and putting 25 percent less mileage on his vehicle. These impressive results stem from his single-minded effort to digitize his financial planning and insurance practice and build a completely paperless... Read more about BRIAN LAUNDRY: ADVISOR OF THE FUTURE T...

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