Category Archives: blog

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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