TFSA or RRSP: What's the difference?
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.
Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability
The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their… Read More »Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability
Year End Tax Tips
Do you have unrealized capital losses? Have you maximized your TFSA contribution yet? Have you thought about family income splitting? Can you benefit from the New Canada Child Benefit?
Does your Business Qualify for the Small Business Gains Exemption?
As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or… Read More »Does your Business Qualify for the Small Business Gains Exemption?
Post Election Market Commentary
In light of recent election results, we have posted this economic outlook.
Impact on Life Insurance
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.
Sit down with us to do a review prior to the changes coming into affect.
The Clock is Ticking!
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life… Read More »The Clock is Ticking!
Do You Need Individual Life Insurance?
Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported… Read More »Do You Need Individual Life Insurance?
Canada Pension Plan – Should You Take it Early?
The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is… Read More »Canada Pension Plan – Should You Take it Early?
We're moving
***IMPORTANT NOTICE*** Effective April 2, 2016, our new office address/phone number will be: Suite 850 – 1185 W. Georgia Street, Vancouver BC, V6E 4E6… Read More »We're moving