Hall Wealth Counsel

09/30/2026

Great couple of days in Halifax at . This year's theme, Anchor and Accelerate, brought together some excellent conversations and a strong reminder of the people and ideas driving this firm forward.

Always energizing to reconnect with colleagues from across the country. Looking forward to bringing some of these takeaways back to the team.

08/19/2026

Spent a fantastic day out on the course for Ottawa's Best Networking Golf Tournament, hosted by the Ottawa Business Journal and Ottawa Board of Trade.

Great weather, a great team, and no shortage of laughs with Amanda Sarginson, Micheline Pion, and Shawna Rufiange. I also had the pleasure of putting together a door prize for dinner at Stofa, one of my favourite spots in Ottawa, congratulations to Jay Wakeford for taking it home!

Days like this are a nice reminder of how much Ottawa's business community shows up for each other.

Were you at the tournament this year? Let's connect if we didn't get the chance to chat!

08/13/2026

Rode with this incredible group of women this weekend, rain or shine, they show up. Every time.

It's the same mindset I bring to every financial plan: consistency beats intensity.

Grateful for a team, on the road and at work, that keeps me moving forward.

07/01/2026

Summer air, backyard BBQs, and a feeling of overwhelming gratitude✨

From the chaotic energy of our cities to the absolute quiet of the lakes, Canada has a way of holding space for everyone. I'm so incredibly proud to live, work, and grow here.

Taking a real break today to log off, look up, and appreciate it all. Have a wonderful Canada Day, everyone! 🍁

06/30/2026

Proud mom moment! 🎓✨

In my work as a wealth advisor, I constantly see how discipline, structure, and consistency lead to long-term success. This week, I watched those exact principles pay off in my daughter’s graduation.

Graduating with top honors, balancing advanced academics, athletics, and leadership, is no coincidence. It’s the result of daily dedication, focus, and a commitment to excellence in every area of life.

Beyond the awards, I am incredibly proud of her work ethic. Discipline is the bridge between goals and accomplishment, and she is living proof of it.

To the Next Chapter! 🥂

06/16/2026

Every June 30, I have the same conversation with business owners.

They've just filed their corporate return. The accountant is done. The numbers are in.
And then they ask me: "So… what should I have done differently?"

That question always stays with me.

Because the best time to answer it isn't after you file, it's before. The strategies that make the biggest difference for incorporated business owners aren't complicated, but they take time to put in place. Things like making sure your corporation is funding your retirement in the most tax-efficient way possible. Or knowing whether the salary you're drawing is actually working for you, not just for CRA.

If you're an incorporated business owner and you just filed your T2, I'd encourage you to use this moment. Not to stress about what's done, but to start thinking about what comes next.

That conversation? I'm always happy to have it.
📩 Reach out anytime — [email protected]

06/09/2026

Do I really need a domestic agreement if I already have a will?

I get asked this more than you'd think.

And every time, my answer is the same: a will is not enough.

Here's why. If you don't have a domestic agreement in place, your partner has legislated property rights under provincial law, and they can choose to ignore your will entirely and rely on those rights instead. A will cannot override that.

I've seen families spend years building wealth, sometimes including a family business, only to have it put at risk during a relationship breakdown, simply because no one had that conversation early enough.

A domestic agreement doesn't mean you don't trust your partner. It means you've both agreed, while things are good, on what happens if they're not. That's not pessimistic, that's planning.
If you'd like to learn more, I've put together a short primer on domestic agreements on our website.

Prenuptial, cohabitation, or marriage agreements, learn how a domestic agreement protects your assets, your family, and your estate plan in Canada.

06/02/2026

If you're over 40, incorporated, and have never heard of an IPP… this one's for you.
In this interview I break down what an Individual Pension Plan is and why it might be one of the most powerful, and overlooked, retirement tools out there.
Hit play 👇

05/05/2026

Your corporation is sitting on a tax-deduction goldmine you haven't touched yet 💼

Most business owners rely solely on RRSPs for retirement, but there’s a more powerful tool: the Individual Pension Plan (IPP).

Next Tuesday, May 12, 2026, I’m hosting a webinar on IPP, the hidden gem for incorporated professionals. So if you want to:

✅ Reduce corporate taxes significantly
✅ Maximize retirement contributions beyond standard limits
✅ Create a predictable pension income
..then this session is for you.

We’ll discuss how "past service contributions" can be a game-changer for your 2026 tax planning.

See you there! https://ow.ly/mBtB50YVbHE

This link will take you to a page that’s not on LinkedIn