Our Blog
RRSP or TFSA
Which plan should you invest in for your future? In every case the answer depends on your personal situation. Your age, residency, citizenship, income, marital status, dependant status, housing status, health status, disposable income status, and debt levels will...
Making the Most of Charitable Donations
Everyone has their own reasons to give charitably, so this article will focus on making the most of your donations for tax purposes. Donation credits are two tiered in our tax system. All donations are considered non refundable tax credits. For British Columbia...
It’s Not Going to Happen to Me
It's Not Going to Happen to Me by Mark Nichol Procrastination and avoidance are two things that you don't want to be remembered for. What happens when you are mentally incompetent and have no Power of Attorney (POA) or you die without a valid Will. Since you won't...
The Art of Tax-Loss Selling
The Art of Tax Loss Selling by Mark Nichol If you have bought and sold capital property this year you should review these transactions to determine whether you need to do some balancing transactions. The effect of selling off investments to create gains or losses can...
Insurance*
Major life events happen to us all of the time, and sometimes without warning. Whether these events are planned or not, life insurance and financial products can help create a safety net when it's needed the most. Be prepared for what life might have to throw at your...
For Clients: Funeral Guide
If there is one thing that categorically, most people do not like to talk about, it is about end of life. However, Estate planning is one of the most crucial parts to your overall financial plan, as well as being one of the most beneficial and kind things you can do...
Market Volatility
5 Top Tips to Security in a Volatile Market: Pay back loans that were borrowed to invest. Trim your high risk investments, as well as any illiquid assets. Asset diversification helps provide more stable returns. Consider diversifying globally. Rebalance your assets...