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Month: May 2018

WHAT IS A CHARTERED PROFESSIONAL ACCOUNTANT (“CPA”) ? MY CPA JOURNEY

Prior to 2015, there were three accounting designations in Canada: Chartered Accountants…

Continue reading "WHAT IS A CHARTERED PROFESSIONAL ACCOUNTANT (“CPA”) ? MY CPA JOURNEY"…
29 May 2018

HOW TO PERFORM A BENEFICIARY REVIEW DON'T SET YOUR LOVED ONES UP FOR AN UNPLEASANT SURPRISE!

When you started your job you probably filled out some paperwork to…

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29 May 2018

WHEN IS YOUR MORTGAGE RENEWAL? YOU COULD SAVE THOUSANDS OF DOLLARS WITH A LITTLE PREPARATION

When does your mortgage renew? What rate of interest are you paying?…

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29 May 2018

David Lord, CPA, CMA, CFP Certified Financial Planner

I’m pleased to announce that as of April 2018, I am now…

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8 May 2018
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