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Articles for Individuals and Families

2019 Federal Budget

March 21, 2019

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Shared Ownership Critical Illness

March 1, 2019

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. Talk to us to see how we can help you.

BC Budget 2019

February 22, 2019

BC Finance Minister Carole James delivered the province's 2019 budget update on February 19, 2019. The budget anticipates a surplus of $274 million for the current year, $287 million for 2020 and $585 million in 2021. The biggest announcements are: ● BC Child Opportunity Benefit ● Interest Free Student Loans

Comparing TFSA's and RRSP's - 2019

February 1, 2019

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

2019 Financial Calendar

January 1, 2019

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

Tax Planning Tips for End of 2018

December 1, 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

New Parents

November 1, 2018

Being a new parent can be daunting, we outline the 5 things you need to do as soon as possible and how to cover your expenses in the first year. Contact us for a complimentary review.

What are the chances?

October 2, 2018

Identifying risk through insurance.

Retirement Planning for Business Owners

September 1, 2018

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.