Category Archives: blog

Estate Freeze

    Protect your heirs from steep tax burdens through executing an estate freeze. Contact us to learn how.

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    Federal Budget 2017: Business

      Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for small business owners.

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      Federal Budget 2017 Families

        Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for families.

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        Long Term Care

          Did you know that your changes of living to 100 years old are better than ever? While living a long life may be seen as a great gift, we also need to be prepared financially to pay for your future long-term care needs. While living a long life may be seen as a great gift, we also need to be prepared financially to pay for their future long term care needs.

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          BC Budget 2017

            BC Finance Minister, Michael de Jong delivered the province’s 2017 budget on Feb. 21, 2017. Learn what the budget means for small business owners and individuals.

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            Tax Credits and Benefits for Age 65

              You’ve worked hard all your life, and it’s about time you reaped the fruits of your labor. Even if you aren’t a senior citizen yet, it helps to know what benefits and credits you or your loved ones may claim.

              Contact us to see how we can help.

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              Retirement and Debt

                RRSP or TFSA? What’s the difference? With the RRSP deadline around the corner, we’re here to help you figure out where you should invest.

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                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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