Blog

Our primary objective is to provide you with high quality, relevant and up-to-date financial news. The information provided is for informational and educational purposes only and should not be relied on for, tax, legal, financial or accounting advice. You should consult us or your own tax, legal and accounting advisors before engaging in any transaction or planning.

Latest Blog

The Six Steps to Financial Planning

The Six Steps to Financial Planning

The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at...

Life Insurance after 60- is it necessary?

Life Insurance after 60- is it necessary?

You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now...

Estate Planning for Blended Families

Estate Planning for Blended Families

Blended families – where two people get married but have children from previous relationships – are becoming more common. It can be challenging enough to take care of the everyday logistics; from...

2022 Federal Budget Highlights

2022 Federal Budget Highlights

Federal Budget 2022 – HighlightsOn April 7, 2022, the Federal Government released their 2022 budget. We have broken down the highlights of the financial measures in this budget into the following...

2021 Income Tax Year Tips

2021 Income Tax Year Tips

Tax Tips You Need To Know Before Filing Your 2021 TaxesThis year’s tax deadline is April 30, 2022. We’ve got a list of tips to help you save on your taxes!Claiming home office expensesYou can claim...

2022 British Columbia Budget Highlights

2022 British Columbia Budget Highlights

British Columbia 2022 Budget HighlightsOn February 22, 2022, the B.C. Minister of Finance announced the 2022 budget. We have highlighted the most important things you need to know about this...

Take the Next Step

Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.

Mistakes That Business Owners Make

Download this free guide to learn how to avoid these simple and potentially devastating mistakes business owners make every day.