Webinar Series

Have you ever wondered how we’re always able to get you back such a large refund? Do you want to understand the simple ways that you can increase your wealth through tax and investments? Learn all the secrets of what we do for our clients to maximize their tax refunds and overall capital, so that you can do it yourself!

Our webinars are live every first and third Thursday of each month, from 11:00AM – 12:00PM. Each session will involve about 20 minutes of presentation, 10 minutes of an interview with a special guest, and 15 minutes of Q&A to answer any questions you may have.

Unavailable during that time? Don’t worry, our replay links can be found on this page after each webinar, so you can rewatch the session and learn at any time!


1: How to Review Your Past Returns with Michelle Lau

Learn how to identify areas where you overpaid on your taxes in previous years and how to get them back. In this webinar, we also discuss the importance of having a CRA My Account and how that is an important part of retrieving your missed refunds. Special guest Michelle Lau, CIO of MrInvestments.ca Inc., joins us to discuss the importance of proper investments on tax-saving.

2: Our Third Top Tax-Saving Strategy with Avagail Carnate

In our three-part series, we reveal the top tax-saving strategies we have discovered through 30 years of filing tax returns. Special guest Avagail Carnate, regional sales manager of Canada Life, join us to discuss the importance of insurance and provides her own expertise on tax-saving through insurance policies.

3: Our SECOND Top Tax-Saving Strategy with EVA YUEN AND DAISY CHOHAN

In our three-part series, we reveal the top tax-saving strategies we have discovered through 30 years of filing tax returns. The second installment features TWO special guests – Eva Yuen and Daisy Chohan, who are experts in the real estate industry and share their insights on the value of the First-Time Home Buyer’s Plan. There are significant tax implications to this benefit – watch the webinar to learn more.


In the grand finale of our three-part series, we reveal what we believe to be the number one top tax-saving strategy of all. We are joined by our special guest, Lance Essihos, who shares his experiences starting and running his successful podcast, University of Adversity – and how it has allowed him to save on tax! Watch the webinar to find out what our best tax-saving strategy of all time is.

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