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Category: News

Taking Care of Business Sea Turtles, Gorillas, Hammerhead Sharks and Small Businesses. What do they have in common?

Courtesy of COVID-19, small businesses can be said to have joined the…

Continue reading "Taking Care of Business Sea Turtles, Gorillas, Hammerhead Sharks and Small Businesses. What do they have in common? "…
5 May 2020

Global Health Scares & Market Turbulence What the average investor needs to remember about the Coronavirus scare of 2020.

We’re currently seeing a market dip based on concerns about the Coronavirus…

Continue reading "Global Health Scares & Market Turbulence What the average investor needs to remember about the Coronavirus scare of 2020. "…
11 Mar 2020

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

David Lord, CPA, CMA, CFP Certified Financial Planner

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

Continue reading "David Lord, CPA, CMA, CFP Certified Financial Planner"…
8 May 2018
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