Taking Back the Remote Control

We’ve all entered a new reality in the last few weeks. Working remotely is becoming the norm rather than the exception, even if only temporarily. But what does that mean for your business? Are you set up to continue working remotely? Do you have the software and tools to maximize your productivity and effectiveness during this period?

In this article we’re going to cover some of the options available to you, and the issues you should be aware of to ensure you can continue working in a safe and effective manner.

TL:DR (Too Long, Didn’t Read)

Zoom is a very popular, inexpensive, and easy to use software to start video conferencing with your clients and coworkers. It does have some privacy concerns that you should be aware of. A number of enterprises are prohibiting the use of Zoom for their employees, for security reasons, so be aware that some of your clients may be impacted by that if you set up a Zoom meeting with them.

Microsoft 365 is a great option as well, especially for those that are already using Microsoft’s office tools. 365 comes with Teams which has much of the same functionality as Zoom plus many other great collaboration features.

If you’re interested in getting started with Microsoft 365, you can find more information about their plans here. If you don’t currently use Microsoft 365 you’ll likely want the premium plan for $16/month which includes Teams plus stand-alone downloaded versions of all of your primary office tools (Word, Excel, Power Point, etc.). If you already have a previous version of the Office suite, then you may be fine with the Essential package for $6.40/month which is limited to web versions of the office suite but still includes access to Teams. Continue reading “Taking Back the Remote Control”


Content is King

In our new digital information era, traditional marketing has been turned on it’s head. People have been empowered by mobile devices and the internet to find their own answers online. Traditional advertising has become less and less effective as a result, and it’s forcing us to think creatively about how we reach out to clients. Continue reading “Content is King”




Fall in love with these income splitting tips for your client and their spouse

Do you have clients looking to make the most of their savings in retirement with their married or common-law spouse? The trick here is not knowing to save, but knowing how to save. Which accounts make sense?

Continue reading “Fall in love with these income splitting tips for your client and their spouse”

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Fall in love with these income splitting tips for you and your spouse