Category Archives: blog

Annual letter to all clients and friends

      To all my Clients and Friends, As we come to the end of another year I want to take this opportunity to wish you and your family a very Merry Christmas and a Happy New Year! I hope the New Year will bring you good health, prosperity and seeing all your goals realized. I

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    Sources of Funds for Education

      Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind. We outline 7 sources of funds for paying for post-secondary education.

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      Old Age Security Clawback

        If you’re in a situation where you could be losing some of your OAS benefit, you may want to consider the following strategies to help minimize your loss. Please always consult us prior to implementing any of these strategies to ensure this makes sense in your situation.

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        The Importance of a Financial Plan

          Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

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          Life Insurance Changes

            Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

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            Federal Budget 2016

              The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

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              The Benefits of Consolidation

                When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

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                Rotary Club of South Surrey

                  Today Rick gave an emotional summary of his life in British Guyana and the move from there to Toronto in 1974. Picture at left of day Rick and his family left Guyana. Rick left British Guyana when he was 12 and has some good and challenging memories of his time in British Guyana and his

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