Category Archives: Seniors

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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    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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        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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