Author Archives: Paul Calleri

How much do you know about participating life insurance?

life insurance

A way to enhance a life insurance policy by incorporating an additional component. Contributed by Jeffrey Gregory January 28, 2021 When it comes to life insurance, people don’t necessarily have the same needs. While the basic goal is always to provide financial coverage in case of death, different solutions might be contemplated depending on whether it’s a matter of protecting a family’s standard of living,

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Financial Planners – The Financial Family Doctor – Sponsored by Jeffrey Gregory

Financial Planners

TheGAAP.net Presents: Financial Planners: The Financial Family Doctor Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. Join us on Feb 9th. at 7:00 p.m. The CPA Toronto Accounting Group & TheGAAP.net Present:Financial Planners: The Financial Family Doctor What is the difference between a financial advisor and a financial planner?  What is the difference between a general practitioner and a

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M&A During Covid-19 – Sponsored by Jeffrey Gregory

Transform your Organization

TheGAAP.net Presents: Find out how COVID has affected M&A and become your company expert Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. An interactive online zoom call on Tuesday January 26 @ 7:30 PM This presentation will cover recent trends and developments in M&A activity across North America, including how Covid-19 has impacted various industry sectors and valuation

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Goal Setting…..Who, What, When, Where, Why and How Sponsored by Jeffrey Gregory

Financial Planners

Join us on Jan 12th. at 7:00 p.m. The CPA Toronto Accounting Group & TheGAAP.net Presents: Goal Setting…..Who, What, When, Where, Why and How. Jan 12th. 7:00 pm As we approach a New Year like one that hasn’t been experienced in society in 100 years, goal setting has been more valuable than ever. While taking time to answer all the

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Finance Issues as we plan for 2021 Sponsored by Jeffrey Gregory

Transform your Organization

TheGAAP.net Presents: Finance Issues as we plan for 2021 Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. An interactive online zoom call on Tuesday December 15 @ 7:30 PM Our zoom calls have been very successful and so we are continuing to hold these calls as a way to bring our professional community together during these difficult times both

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Ultimate Health & Ultimate Wellness = Ultimate Success – Sponsored by Jeffrey Gregory

Transform your Organization

Ultimate Health & Ultimate Wellness TheGAAP.net Presents: Ultimate Health & Ultimate Wellness = Ultimate Success Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. Join us on Dec 8th. at 7:00 p.m. Dec 8th. 7:00 pm Many of us have worked from home for years, but since March of 2020 millions of professionals have been remote working. Some of us

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Technology is your friend – Find out how to use it well – Sponsored by Jeffrey Gregory

Tuesday November 24, 2020 @ 7:30 PM As we operate in this COVID environment which likely involves you working from home and being almost totally reliant on your computer and the internet for basic living and fulfilling your work it has become essential to your well-being and happiness to be able to use these tools effectively. Technology has been at

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Choose A Fixed Or Variable Rate Mortgage?

Fixed Or Variable Rate Mortgage

Choose A Fixed Or Variable Rate Mortgage? What a boring question! But hear me out. The answer can make a big difference to your financial position and life situation if you are a mortgage-having, home-owning sort of person.  Variable-rate mortgages and fixed-rate mortgages look, more or less, the same on the surface. You will make mortgage payments every month, or

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