Category Archives: Financing

Commercial Financing Strategies – Sponsored by Jeffrey Gregory

Full Day PD Event

The CPA Toronto Accounting Group & 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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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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Take Advantage of Market Fluctuations with your 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 sense of cocooning, but

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