Category Archives: critical Illness

Getting the best from a financial advisor

    Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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    BC Budget Changes

      Finance Minister Michael de Jong recently announced the budget for BC for 2016. We’ve put together an infographic to outline the highlights of the BC Budget.

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      Life Insurance Valuation

                                                  Valuating personally owned life insurance offers business owners and incorporated business professionals a way to access the retained earnings in their corporation. The Canadian Government will be changing these rules soon. 

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        Private Health Services Plan

                                                    Private Health Services Plans are great for small businesses that would like to provide health and dental benefits or for businesses that would like to supplement their existing health plans. 

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          Post Election Tax Changes

                                                      Valuating personally owned life insurance offers business owners and incorporated business professionals a way to access the retained earnings in their corporation. The Canadian Government will be changing these rules soon. 

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            Shared Ownership Critical Illness

                                                        Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.

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