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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.

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2022 Personal Year-End Tax Tips

2022 Personal Year-End Tax Tips

The end of 2022 is quickly approaching – which means it's time to get your paperwork in order so you're ready when it comes time to file your taxes!In this article, we've covered four different...

Insurance Planning for Incorporated Professionals

Insurance Planning for Incorporated Professionals

For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk....

Salary vs Dividend

Salary vs Dividend

As a business owner, you have the ability to pay yourself a salary or dividend or a combination of both. In this article and infographic, we will examine the difference between salary and dividends...

Accessing Corporate Earnings

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.There are 5 standard methods:SalaryDividendShareholder LoansTransfer...

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your...

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...

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.