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
2022 Financial Calendar
2022 Financial CalendarWelcome to our 2022 financial calendar! This "at a glance" document lists important dates, including when government benefits are distributed and tax filing deadlines. Be sure...
2021 Personal Year-End Tax Tips
The end of 2021 is quickly approaching – which means it is time to get your finances in order, so you are ready when it comes time to file your taxes. In this article, we cover four types of 2021...
2021 Year-End Tax Tips for Business Owners
2021 Year-End Tax Tips for Business OwnersNow that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need...
The Five Steps to Investment Planning
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments you can choose from. For a lot of people, this amount...
Why Should I Review My Life Insurance?
Why Should I Review My Life Insurance? It’s great that you’ve taken the critical step of buying life insurance. But have you reviewed it recently to make sure that your policy is still suitable for...
“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports
On Thursday, October 22nd, 2021 Deputy Prime Minister and Finance Minister Chrystia Freeland announced the "final pivot in delivering the support needed to deliver a robust recovery." This "Final...
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
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?
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,...
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.