Category Archives: Finance

Commercial Financing Strategies – Sponsored by Jeffrey Gregory

Full Day PD Event

The CPA Toronto Accounting Group & TheGAAP.net: Present:  Commercial Financing Strategies Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. Join us June 8th. 7:00 p.m. You can do more than advise your clients to visit their bank when they have financing needs. Refresh your knowledge of business financing in this interactive session. We will discuss: business loans, start-up

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Achieve Best in Class Finance Team Status

TheGAAP.net Presents:  Achieve Best in Class Finance Team Status Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. An interactive online zoom call on Tuesday March 2 @ 7:30 PM This presentation is being done in tandem by Larry Cooper and Paul Calleri to present their views and facilitate a discussion on Top issues that Best in Class Finance

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Getting the best mortgage financing for your first home

Most Canadians do not give this much of a thought. They go down to their local bank branch, apply, and are pleased when they are approved for a mortgage. The Canadian retail banking system is designed to make you feel safe and comfortable. You can do better. For example, the default setting is a five-year mortgage term. This might be

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Best in Class Finance Teams in 2020 and Beyond Sponsored by Jeffrey Gregory

TheGAAP.net  Presents: Best in Class Finance Teams in 2020 and Beyond Sponsored by Jeffrey Gregory of Desjardins Financial August 25, 2020 @ 7:30 PM TheGAAP.net Presents: Best in Class Finance Teams in 2020 and Beyond As a Leader or an Aspiring Leader of a Finance Team do you want to know best practices today and in the future for Finance

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How to advise Clients with a Covid-19 Cash Crisis – Sponsored by Jeffrey Gregory

Webinar updates

July 21, 2020 – 7:30 p.m. As financial professionals, we are quietly proud of our upstanding credit ratings. We are accustomed to paying our bills on time, having Zero balance credit cards, and low interest rate mortgages or no mortgage at all. But do you know what to say to a friend, family member, client or business owner who has

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Finance Answers to COVID-19 Sponsored by Jeffrey Gregory of Desjardins Financial Security

Webinar updates

TheGAAP.net  Presents: Finance Answers to COVID-19 Sponsored by Jeffrey  Gregory of Desjardins Financial Security Investments Inc. July 7, 2020 We have two presentations 7 Key Tips to protect you from Cyber Criminals Best in Class Finance Teams in 2020 and Beyond Cyber You’ve heard the horror stories about ongoing cyber attacks for large breaches, but smaller ones get very little media attention.

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Top Ten Tips for Getting the Best Deal on Your 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 is an

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What topic would you like TheGAAP.net to present in one of our upcoming workshops?

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If we haven’t had that workshops topic before, and we choose your idea; we will award you two tickets to attend and an exclusive meet and greet with the founder of TheGAAP.net (Paul J. Calleri) shortly following the workshop. TheGAAP.net has just presented: Time Management Solutions for Increased Productivity in February and is back by popular demand on April the

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