by Portfolio Planning | May 4, 2026 | Blog, estate planning, Family, life insurance
What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
by Portfolio Planning | Apr 30, 2026 | Blog, financial advice, financial planning, investment
Prefer to listen? This article is based on Episode 4 of our Portfolio Talks podcast. Listen to the full episode here. You just finished training. The white coat is on, the first paycheques are landing, and suddenly everyone has an opinion on what you should do with...
by Portfolio Planning | Apr 16, 2026 | Blog
Prefer to listen? This article is based on Episode 3 of our Portfolio Talks podcast. Listen to the full episode here. You just had a kid. Between the sleepless nights and the 2 a.m. feeds, a new question starts creeping in: should I be opening an RESP? You’ve...
by Portfolio Planning | Apr 9, 2026 | Blog
This article is based on an episode of Portfolio Talks, our podcast where we break down the money conversations that matter most for Canadians. You can listen to the full episode here: https://open.spotify.com/episode/4hyt7cfMH1QSpAdAqyy0HG?si=_-zOF1JoQquCKSdV3Fm60A...
by Portfolio Planning | Apr 9, 2026 | Blog
If you’re a practising physician in British Columbia, there’s a good chance you’re already stretched thin — long shifts, administrative demands, and the constant balancing act of running a practice while taking care of patients. Retirement planning...
by Portfolio Planning | Apr 1, 2026 | 2026, Blog
Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
