Blog
How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War
The US–Canada trade war is hitting home, raising prices on everyday goods and shaking the economy. With tariffs on both sides, what does this mean for your wallet? Learn how trade policies impact your cost of living, investments, and financial future.
2025 British Columbia Tax Rates
2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
The Five Steps to Insurance Planning
It’s essential to have enough insurance to give you peace of mind and make sure you are sufficiently insured. Working with an insurance agent can help make sure you are adequately insured.
The five steps to insurance planning are:
• Finding an insurance agent
• Meeting with your insurance agent
• Reviewing your insurance options
• Purchasing insurance
• Filing a claim (when necessary)
An insurance agent can help you understand your policy covers, how much your deductible will be, and all the steps involved in filing a claim.
Accessing Corporate Earnings
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government’s.
The Best Way to Buy Mortgage Insurance
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?
Insurance Planning for Incorporated Professionals
For incorporated professionals, making sure your business is financially protected can be overwhelming. Incorporated Professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
Financial Advice for Incorporated Professionals
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.
What is Critical Illness Insurance?
More people are surviving serious medical issues such as cancer, a heart attack, or a stroke. And while this is good news if a critical illness happens to you – your recovery may come with costs that you don’t have the money to cover.
This is where critical illness insurance can play a crucial role. Our article covers the key things you need to know about critical illness insurance:
• What critical illness insurance is.
• What you can use the money from critical illness insurance payout for.
• How you can get critical illness insurance.
Do you REALLY need life insurance?
You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
Wealth Protection – Disability Insurance
Everybody understands the value of life insurance and most of us who take our finances seriously have a solid life insurance policy in place. But what happens if you are unlucky enough to sustain a serious illness, chronic disease or disability which prevents you from working? Such a scenario could be disastrous for your family finances and this is where disability insurance comes in.
