Category Archives: blog

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.

    Read More

    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.

      Read More

      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.

        Read More

        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.

          Read More

          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.

            Read More

            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

              Read More

              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.

                Read More

                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.

                  Read More

                  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.

                    Read More