Michael Berton

Don’t make friends with clients

Sandra called out of the blue and wanted to see me again. I cringed, guessing what she would be coming for. Although she was a talented musician, she had been underemployed for almost a year. She’d been in to see me already twice to claim mea culpa and withdraw significant funds from her retirement plan […]

By Michael Berton |December 21, 2009

3 min read

Tax News

Hidden Savings

Archie and Marie Roberts were amazed when they received a $27,000 cheque from the CRA. Never in a million years did they expect the money they’d been forking out for special tutoring, counselling and other expenses for their son, would be partially reimbursed by the tax credit system. Although the couple had been filing taxes […]

By Michael Berton |April 1, 2009

5 min read

Planning and Advice

Meet junior

After fifteen years in the business, Gary knew something had to change. Like many of his colleagues, he started out working hard and building his client base with pretty much anyone he could get. The income was excellent, but the working hours were excessive. But, he’d recently started receiving complaints from top clients questioning his […]

By Michael Berton |October 8, 2008

8 min read