Category Archives: Seniors

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

    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

      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

          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.

            Read More

            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. 

              Read More

              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. 

                Read More

                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. 

                  Read More

                  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.

                    Read More