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Contest for clients only. We Value Your Feedback! Leave your Comox Valley Infinity Wealth/iA Private Wealth advisor a Google review for a chance to win a $200 gift certificate to the OhSpa in Courtenay. Between February 5th and March 5th, 2025 click here and share your experience with us. Each review will an entry to the contest. The winner will be contacted on March 6th, so don’t miss your chance to participate. Please read the rules here.

Paying off debt is an important step towards stress-free financial health. Here are a few tips to help you. Analyze Take a moment to determine how much you’re paying in interest on your various sources of credit. Imagine if this amount went directly into a savings account! Print your recent statements, get out your coloured markers and categorize your expenses. It will surprise you to see how much you spend on certain expenses and where your money is going. Budget You might find it easy...

What should your priority be: to pay down debt or grow your savings? It depends on your situation. Take a look at yours and see what works best for you. Advantages of paying down debt By paying off your debt more quickly, there’ll be less interest to pay and the repayment period will be shorter. Advantages of saving for retirement It’s no secret: the earlier you start to save, the more time your money will have to grow. What’s more, by contributing to a registered retirement savings plan...

According to the 2019 Canadian Financial Capability Survey conducted by the Government of Canada, “about 1 in 6 Canadians (17%) say their monthly spending exceeds their income, while 1 in 4 (27%) say they borrow to buy food or pay for daily expenses.” To stay on track with your financial goals, a budget is an indispensable tool. It allows you to keep track of how much money you have coming in and going out, to identify unnecessary expenses and to help you set aside money for your personal...

August 12, 2024 In today’s increasingly complex market and economic environment, the steady hand of an experienced advisor can make all the difference in reaching your financial goals. Working with an Investment Advisor can result in comprehensive, personalized wealth planning for every stage of life, giving you greater control over your finances and peace of mind as you approach the future with more confidence. But not all advisors are created equal. So where do you start? Thankfully the...

May 17, 2024 If you’re like most entrepreneurs, your family business isn’t just a job – it’s your passion. That’s why you’ve invested so much time and effort into growing your business. Now that retirement is on the horizon (or no longer an abstract, way-in-the-future thought), you’re turning your attention to next steps. More specifically, it’s time for a succession plan. Succession planning is complex and the transition process could take years. Let’s look at some key considerations so you...