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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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When should I buy life insurance?

When should I buy life insurance?

When should I buy life insurance?Life insurance can benefit you no matter what stage of life you’re at. It’s never too soon or too late to buy life insurance. Not only will it give you peace of...

Estate Freeze

Estate Freeze

In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn't have one.No business owner likes to think about handing over their...

Are you on the right track with your investments?

Are you on the right track with your investments?

When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008,...

Easy Exit: Business Succession in a Nutshell

Easy Exit: Business Succession in a Nutshell

Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no...

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.