Category Archives: Meeting

Lessons Learned Making the Transition from Full Time Employment



Scott lives in Georgetown, Ontario, with his wife and two daughters. He has been working in corporate, full time, for large technology companies since 1993, with experience ranging from sales and business development to marketing and product management. He also has a passion for investing in real estate as a vehicle for creating wealth and freedom.

Guest: Scott Zandbergen, Real Estate Investor & Entrepreneur

Scott lives in Georgetown, Ontario, with his wife and two daughters. He has been working in corporate, full time, for large technology companies since 1993, with experience ranging from sales and business development to marketing and product management. He also has a passion for investing in real estate as a vehicle for creating wealth and freedom.

Scott started his side hustle in real estate around 5 years ago as he became frustrated with his poor-performing investment portfolio of mutual funds and ETFs from his employer contribution RRSPs. He realized that the only growth was the money being put in every month and nothing was happening from a market perspective. The light bulb went off and Scott decided to educate himself by attending courses and networking groups to diversify into self-managed real estate investing. 

Originally interested in Rent-to-Owns but after a few interesting experiences, Scott decided to shift his focus to buying single-family homes and converting them to legal duplexes by adding a secondary suite in the basement. This strategy is a proven method of raising property value in a short period of time while maximizing monthly cash flow. Currently, he works part-time at his corporate job in order to have more time to focus on managing his many properties. 

In this episode learn about:
– Property legalization costs and financing tips
– Mortgage plus improvements
– Project processes and how it works
– Ideal Duplex Conversion 
– Choosing contractors
– Finding the right person for your team

To get in touch with Scott: 
Website:
https://scottzandbergen.com/
Email: szandbergen@gmail.com
Instagram: szandbergen
Twitter: https://twitter.com/szandbergen
LinkedIn: https://www.linkedin.com/in/szandbergen


Importance of Education & Coaching to Gain Confidence, Clarity and Achieve Success



Danielle Chiasson is a full time residential real estate re-developer who is looking to serve her community by helping people find a way out of difficult situations and restoring single-family houses for young new families to build their lives and make a home.

Guest: Danielle Chiasson, Real Estate Investor, Speaker, Coach

Danielle Chiasson is a full time residential real estate re-developer who is looking to serve her community by helping people find a way out of difficult situations and restoring single-family houses for young new families to build their lives and make a home.

Although she has had properties all over Canada, Danielle is currently focused in Hamilton, Ontario using flipping as an active strategy, because she likes to have boots on the ground and be close to her projects.

Danielle understood the importance of education and was in no rush to implement being a stay-at-home mom. Therefore, in 2013 she got a coach and started a real estate educational program in the United States in order to learn the industry. Taking action on that knowledge at the end of 2015, to date she has since completed 11 rehabs, as well as, secondary suite conversions, joint venture projects and partnerships.

As a requested speaker Danielle more recently became the founder of a coaching company called Strategic Success Consulting. She has always had a passion for helping others reach their goals, launching her company in May 2018 with the mandate to strategically teach others how to invest in real estate and gain confidence and clarity in moving forward. Strategic Success Consulting runs live events and will be expanding to include webinars and online training in early 2020. 

Originally from the East Coast, in addition to being a full-time real estate investor, speaker and coach consultant, Danielle is a mom to 3 kids.

In this episode learn about:– Importance of education and continual learning
– How to put together private money lender packages
– Why you should avoid partnering with someone you like
– Differences between shareholder partnerships and joint venture agreements
– The secrets to delegating

To get in touch with Danielle: 
Website: 
https://strategicsuccessconsulting.com
Contact Page: https://daniellechiasson.com
Events Page: https://events.strategicsuccessconsulting.com


Award Winning Passive Real Estate Investing



Mark Baltazar started in real estate investing around 5 years ago after spending a couple of years researching and procrastinating and is the founder of Peak Property Investments, a company designed to help real estate investors building wealth through passive real estate investing in multi-family commercial assets and single-family properties through partnerships and coaching.

Guest: Mark Baltazar, Real Estate Investor 

Mark Baltazar started in real estate investing around 5 years ago after spending a couple of years researching and procrastinating and is the founder of Peak Property Investments, a company designed to help real estate investors building wealth through passive real estate investing in multi-family commercial assets and single-family properties through partnerships and coaching.

Winner of the Real Estate Investment Network’s Top Player Award in 2017, Mark continues to build strong momentum in growing his real estate portfolio.  Investing in the GTA and surrounding areas, Mark has developed a proven system to identify strong investment opportunities and take the necessary actions to acquire and grow the value of these assets for his investor partners’ portfolio and his own.  

With 22 doors in his buy & hold portfolio and over 20 flips successfully completed over the last 4 years in key Ontario growth markets, Mark currently leads a team of professionals in the acquisition of multi-family commercial properties to fuel long-term wealth, while continuing to operate a buy-fix-sell (flip) division that generates active income.  In each asset class, Mark works with time-starved investors to help them take action and get past the hurdles that many faces along the path to financial freedom.   

Mark`s business interests also include ownership of a Toronto-based marketing research firm that services some of North America’s leading consumer brands.  

In addition to helping others build their real estate portfolio, Mark’s family life fuels his ‘why’ – he is a husband and father of 3 very active, hockey-playing young boys.

In this episode learn about:– Multi-family and understanding cap rate
– Exponential growth using cap rate
– Financing your project
– Joint Venture insights
-What is NOI (net operating income) how it works and going to the analytics gym

To get in touch with Mark: 
Email: 
Mark@PeakPropertyInvestments.ca
Website:
 PeakPropertyInvestments.ca


Tax and Accounting Changes & Insights for Real Estate Investors



George Dube is a partner at BDO and a veteran tax accountant and investor whose practice focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses. Around 20 years ago he started to get more involved in working with real estate investors after getting involved in investing himself.  This gives him a synergy with many of his clients and an obvious incentive to stay on top of the latest developments in tax and accounting. 

Guest: George Dube, Real Estate Investor and Accountant

George Dube is a partner at BDO and a veteran tax accountant and investor whose practice focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses. Around 20 years ago he started to get more involved in working with real estate investors after getting involved in investing himself.  This gives him a synergy with many of his clients and an obvious incentive to stay on top of the latest developments in tax and accounting. 

He is a frequent guest speaker at a variety of meetings, events and workshops in which he addresses a range of tax and accounting topics with implications for real estate investors, with a particular focus on tax strategies. He talks about ways investors can improve communication with their accountants and better organize their financial affairs. George also updates listeners about how their businesses are impacted by rule changes in the accounting and tax industries.

George is a graduate of the University of Waterloo’s Master of Accounting Program, where he completed a double specialization in Taxation and Public Accounting. He also completed the Canadian Institute of Chartered Accountants’ two-year In-Depth Taxation Course.

Also, an author, George has written and contributed to articles in various national and regional publications. He has co-authored two books: 81 Financial and Tax Tips for the Canadian Real Estate Investor: Expert Money-Saving Advice on Accounting and Tax Planning (Campbell, Murji and Dube: Wiley 2010) and Legal, Tax & Accounting Strategies for the Canadian Real Estate Investor (Cohen and Dube: Wiley 2010). He also developed the accountant in-a-box™ program, a cloud-based accounting and bookkeeping solution.

George has a long-time commitment to family, church, community and professional service.

In this episode learn about:– Why is it important to look for real estate specialist accountant 
– The mistakes investors frequently make and what to do about it
– Insights into tax, accounting and the spin-off from there
– Changes investors should be staying on top of. 
– Different strategies for buying properties
– The cost of setting up a trust

To get in touch with George: 
Email:
georgeedube@georgeedube.com
Website:
https://www.bdo.ca/en-ca/our-people/george-dube-1/