Author Archives: Paul Calleri

Top Ten Tips for Getting the Best Deal on Your Mortgage Renewal

Mortgage Renewal

  Mortgage Renewal Least possible resistance? – Don’t just take the easy way and renew your mortgage without giving it a thought. This could cost you money – and possibly a lot of money. Review your financial situation, the property, and the current state of the mortgage market. When should I start thinking about mortgage renewal? – Each renewal date

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+Finance Answers to COVID-19 Network for Success: Sponsored by Jeffrey Gregory

Finance Answers to COVID-19

Just because we can’t meet in person, doesn’t mean you stop networking. What a great time to connect with people you want to meet. Everybody is home !! They are easy to find !! This session helps you by providing Networking tips and tools. There will also be significant content about networking during physical distancing. Most importantly, this is an

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Post COVID-19 Handling the Stress sponsored by Jeffrey Gregory

be patient and be safe

TheGAAP.net Presents: Post COVID-19 Handling the Stress Sponsored by Jeffrey Gregory of Desjardins Financial Security Investments Inc. Come to our May 26th. Live Webinar Learn how you can help those around you (friends, family and business members) to continue to adapt during difficult times. Our zoom calls have been very successful and so we are continuing to hold these calls

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Take Advantage of Market Fluctuations with your Mortgage and Business Financing

Mortgage and Business

Mortgage and Business Financing We are experiencing an economic situation that no one alive has ever seen before. Most middle-class Canadians like us are comfortable unless they have been directly affected by the pandemic. We have savings, homes, vehicles, groceries, and almost all still have regular sources of income. Working from home or in quieter work environments has created a

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Mortgages/business financing & Covid-19 sponsored by Jeff Gregory Of Desjardins

Finance Answers to COVID-19

The CPA Toronto Accounting Group Presents: Mortgages and business financing in the Covid-19 economy sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. Join us on May 19th. @ 7:00p.m. For our Live Webinar People are becoming increasingly restless after putting their lives and careers on hold for about a month. Due to the relative success of social distancing,

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Finance answers to Covid-19 – Live Webinar – May 12 – Sponsored by Jeffrey Gregory

Finance Answers to COVID-19

An interactive online zoom call on Tuesday May 12 @ 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 to explore business ideas and personal support for each other. As Finance professionals we should be leaders in

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Estate Planning for Canadians with Overview of the Rules and Numerous Tax Savings Opportunities; and Recent Tax Planning for Technology Based Corporations – Live Webinar

The Great Resignation

This live webinar will start at 7:00 p.m. on May 12, 2020. The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 12 May 2020, 7:00 PM 2 CPD hours $59 Register Now Course Description The following topics will be covered during this webinar: 1. Estate Planning for Canadians with Overview of the

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How Well Have You Set Up Your EMO?

Many of the organizations we work with have a Project Management Office (PMO) to holistically manage initiatives, projects and programs across the organization. In view of increasing oversight by regulatory bodies and policy-makers, is there an opportunity for organizations to establish and build upon their EMO – Ethics Management Office?  Why is this important? What are the benefits of doing

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