Category Archives: Personal Finance

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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    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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              Individual Pension Plans

                                                          Individual Pension Plans (IPPs), offer business owners and incorporated business professionals a way to greatly increase their retirement savings. They enable you to invest annual contributions that go well beyond what you can put

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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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                  Taxation of Estates: Changes are coming

                    Last year, the federal government announced that changes would be coming with respect to testamentary trusts, these new changes come into effect January 1st, 2016.  The new changes include: No Graduated Tax Rates Available for Testamentary Trusts All income earned and kept by a Testamentary Trust will be subject to tax at the top flat

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