
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

Registered Education Savings Plan
Benefits of opening an Registered Education Savings Plan:Benefit from tax-free savingsProvided that the earnings that you make from investments are not withdrawn from the RESP, you will not pay any...

Understanding Tax-Free Savings Accounts (TFSAs)
A Tax-Free Savings Account (TFSA) is an investment vehicle available to Canadian residents. It offers numerous benefits, including tax-free growth of your investments and tax-free withdrawals....

Retirement Planning
Most of us understand the benefits of sensible retirement planning. Still, it doesn't feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect....

Why A Buy-Sell Agreement Is Vital For Your Business
Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one...

Do you have enough for retirement?
Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to...

Tax Tips You Need To Know Before Filing Your 2022 Taxes
Tax Tips You Need To Know Before Filing Your 2022 TaxesThis year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits...

Why Insurance Is So Important If You’re A Single Parent
Why Insurance Is So Important If You’re A Single ParentYour kids mean everything to you – and you want to make sure they’re protected no matter what. As a single parent, you must have the right...

Federal Budget 2023 Highlights
On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational...

British Columbia 2023 Budget Highlights
On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate...

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.