The partners and staff at Clearline would like to thank Joe and Rob Santos for all of their assistance and support over the last two years and we wish them the very best in their retirement....
Clearline's management team is growing, not only in its ranks but in the specialized skill sets that we bring to you....
I am totally stoked. (“Is that a thing people say? I would not want to look silly,” said the man who may be sporting a pink moustache in a month). I had written my article for this section and was going to hit “send” as soon...
Last month we spoke about RESPs and the response to my article was astounding! A number of people wrote to thank me for bringing up the topic and several actually opened RESP accounts based on the article. One very thoughtful reader actually sent me a...
Today I am talking about making great choices. Choices that will impact: Future tax planning Educational opportunities Career choices, and Your feeling of self-worth I know what you are thinking, “Wow, this must be an amazing and awakening article!” First, let me applaud you on your...
It is the time of year again at Clearline when partners gather, joined by the dedicated management team, to plan and strategize for the year ahead. While June 30th establishes the end of the busy season and September is the start of the new business...
It is, as we are all aware, tax time again. Clearline feels like Santa’s workshop in early December, if the workshop were full of young people: looking bleary eyed, drinking too much coffee, eating too much junk food, eating strangely healthy foods at...
It has been an interesting few years in the personal tax world and the 2017 season, which is just around the corner, appears to be no different. Over the past few years we have seen a number of key changes from the government: There was...
At my age, you think about your RRSPs this time of year. I have noticed something different with some of my younger clients. If you have ever wondered about your RRSP choices this article may be for you. More directly, if you self-identify as a...
If I told you there was a way to make $40,000, tax free and with very little effort, would you want in? This article is about such offers. And while they have come in many different forms over the years, it seems they are currently in...
Bio coming soon.
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