Please find the recordings of each of the Office Hours with George sessions below.
If you have a family trust (or are seriously considering one), this is a fast, actionable 20-minute webinar with clear next steps covering the family trust to dos that you need to complete before December 31st.
When: December 12, 2025
Small habits create big results — especially when it comes to money. This session focuses on practical, everyday financial behaviours that help professionals and investors steadily build wealth over time.
When: January 8, 2026
Paying yourself the right way is one of the biggest levers you control as a business owner. This session explains the pros and cons of salary, dividends, and blended approaches — in plain language.
When: January 15, 2026
Limited Partnerships (LPs) have specific tax time requirements. This session walks through what LPs need ready for tax season.
When: January 22, 2026
Cash damming is a strategy that can convert non-deductible interest into deductible interest — when structured properly.
When: January 29, 2026
An estate freeze is a powerful planning tool — but only when used appropriately.
When: February 5, 2026
Learn what tips to follow, and traps to avoid, when estate planning. The time to start is now…no matter what your age. Special guest speaker will be joining.
When: February 19, 2026
A little preparation goes a long way during tax season.
When: February 26, 2026
5Plan exits early — not reactively.
When: March 5, 2026
Helping children buy a home involves more than good intentions. This session covers:
- Different ways parents can help
- Tax and legal considerations
- How to balance fairness and financial security
When: March 12, 2026
Retirement planning isn’t just math — it’s lifestyle, timing, and tax.
When: March 19, 2026
Family trusts “don’t work anymore.” They “cost too much”, they are “too complicated”, etc, etc, etc. But is this really the truth?
When: March 26, 2026
Successful investors, medical professionals, and business owners plan their exits early — not reactively. In part 2 of our session, we continue the conversation about exit strategies that don’t cost you options.
When: April 9, 2026
Incorporation can create powerful tax deferral opportunities — but it can also introduce complexity, unexpected tax traps, and planning mistakes if you don’t do it in the right way. It can also be the wrong decision in some cases. Is it right or wrong for you?
When: April 16, 2026
Many high-income Canadians make investment decisions that appear reasonable on the surface but create hidden tax problems, concentration risk, or long-term planning issues. Avoid the five wealth drains.
When: May 7, 2026
The smartest way to pay for a cottage (without blowing up your taxes)
Cottages can create complex tax and ownership issues if they are not structured properly. Throw in the added emotions of family, including how to get the cottage to the next generation without unintentionally forcing them to sell.
When: May 21, 2026
Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.