About
With over 25 years of experience in the financial services industry, I am passionate…
Articles by Brian
Activity
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Have you considred 'Annuity' as part of your financial strategy? ►You may want to look into that. Question: What is Fixed Index Annuity? ✓ A…
Have you considred 'Annuity' as part of your financial strategy? ►You may want to look into that. Question: What is Fixed Index Annuity? ✓ A…
Shared by Brian Taub
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Harman was a professional living a comfortable life with his family. He was smart and savvy, always looking for ways to make sure his family was…
Harman was a professional living a comfortable life with his family. He was smart and savvy, always looking for ways to make sure his family was…
Shared by Brian Taub
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“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates Key Highlights on Bill…
“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates Key Highlights on Bill…
Shared by Brian Taub
Experience
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Representing the Canada Life Assurance Company
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Education
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Chartered Professional Accountants of Canada (CPA Canada)
The course demystifies the ‘risk-based audit approach’, which is not just codified in the Canadian Auditing Standards, but is truly the key to performing effective and efficient audit engagements. Gain a detailed understanding of the fundamentals of risk-based auditing concepts and their application to client-specific facts. Gain a deeper understanding of the link between planned audit procedures and identified financial statement level and assertion level risks.
Use a case study…The course demystifies the ‘risk-based audit approach’, which is not just codified in the Canadian Auditing Standards, but is truly the key to performing effective and efficient audit engagements. Gain a detailed understanding of the fundamentals of risk-based auditing concepts and their application to client-specific facts. Gain a deeper understanding of the link between planned audit procedures and identified financial statement level and assertion level risks.
Use a case study approach in order to execute an audit engagement plan. Identify the risks and objectives of each audit area, and to ensure planned audit procedures are appropriately aligned with risks.
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Licenses & Certifications
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Chartered Professional Accountant
Chartered Professional Accountants of Canada (CPA Canada)
Credential ID 348958
More activity by Brian
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The True Cost of Procrastination in Financial Planning One of the most common and costly mistakes I see is procrastination when it comes to…
The True Cost of Procrastination in Financial Planning One of the most common and costly mistakes I see is procrastination when it comes to…
Shared by Brian Taub
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Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
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The recent market crash has left many worried about their retirement savings. It's a stark reminder of the volatility and unpredictability of…
The recent market crash has left many worried about their retirement savings. It's a stark reminder of the volatility and unpredictability of…
Shared by Brian Taub
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Are you prepared for the inevitable? Consider Final Expense Insurance. ✓ Often overlooked in financial planning, it's crucial for easing your…
Are you prepared for the inevitable? Consider Final Expense Insurance. ✓ Often overlooked in financial planning, it's crucial for easing your…
Shared by Brian Taub
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Why Corporate Professionals MUST look into their Financial Plan today? One of the mistakes I see corporate professionals make is that they are too…
Why Corporate Professionals MUST look into their Financial Plan today? One of the mistakes I see corporate professionals make is that they are too…
Shared by Brian Taub
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Wealth Transfer: A Common Problem with a Clear Solution One of the biggest challenges I encounter is helping clients navigate the complexities of…
Wealth Transfer: A Common Problem with a Clear Solution One of the biggest challenges I encounter is helping clients navigate the complexities of…
Shared by Brian Taub
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Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
Shared by Brian Taub
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Jason, a thriving business owner, faced a common dilemma. As he grew his company, he realized the need to secure his family’s financial future. With…
Jason, a thriving business owner, faced a common dilemma. As he grew his company, he realized the need to secure his family’s financial future. With…
Shared by Brian Taub
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Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
Is Traditional Retirement Becoming Obsolete? YES ♨️ 74% of Canadians aged 24 to 44 view conventional retirement approach as outdated. A recent…
Shared by Brian Taub
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Why Many Miss Out on Smarter Financial Strategies❓ One of the most surprising things I’ve discovered as a financial advisor is how much critical…
Why Many Miss Out on Smarter Financial Strategies❓ One of the most surprising things I’ve discovered as a financial advisor is how much critical…
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Wondering if $1 million is enough for your retirement? Follow these steps to calculate: ✓ Estimate Annual Expenses: Consider housing, utilities…
Wondering if $1 million is enough for your retirement? Follow these steps to calculate: ✓ Estimate Annual Expenses: Consider housing, utilities…
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Curious about the difference between Annuity and Life Insurance? Let's break it down for you! At first glance, it might seem like life insurance…
Curious about the difference between Annuity and Life Insurance? Let's break it down for you! At first glance, it might seem like life insurance…
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🔺While the vast majority (91 per cent) of Canadian workers say they’re saving for retirement, just 69 per cent are confident they’re saving enough…
🔺While the vast majority (91 per cent) of Canadian workers say they’re saving for retirement, just 69 per cent are confident they’re saving enough…
Shared by Brian Taub
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The recent market crash has left many worried about their retirement savings. It's a stark reminder of the volatility and unpredictability of…
The recent market crash has left many worried about their retirement savings. It's a stark reminder of the volatility and unpredictability of…
Shared by Brian Taub
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