The Benefits of Charitable Giving with Life Insurance! Charitable giving with life insurance We may naturally want to give back to our community if we’re successful. It may be a surprise that life insurance plans provide the perfect solution to allow you to make a substantial gift to your community or a cause your cherish. Here are some…

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How to Pay for School – Sources of Money for Education Here’s an infographic and article on “Sources of money to pay for post-secondary education.” In this infographic, we outline the the different sources for post-secondary education. This year there’s an additional $1,200 grant from the BC Government for children between the ages of 6…

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Get Rid of Your Financial Stress With a Written Financial Plan Are you unclear about your financial plan and insurance coverage options? Do you know you need to “do something” but are unsure what to do or how to get started? We’ve got something that can help. It’s a proprietary discovery process that gets to…

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[INFOGRAPHIC] How Much Money Stays in Your Pocket? The Difference Between Interest, Dividends and Capital Gains Income (Scroll down for full infographic) Usually our concept of income is derived from labor which leads to a fixed or variable wage for a certain time duration. Another type of income is investment income which results from investing…

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[INFOGRAPHIC] What’s the difference between the TFSA tax free savings account and RRSP registered retirement savings plan? (Scroll down for infographic) What’s the difference between the tax free savings account and registered retirement savings plan? We show you the journey of putting $1,000 into a TFSA vs. RRSP and outline the differences between the two.…

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Handy Tax Return Checklist For You Death and taxes are said to be the only 2 thing you can be certain of in life.  Well, one of those things is happening again in a couple of months. It’s tax time.  If you are an employee and receive a salary you must file your taxes by…

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Helping Families Prepare for the Future. Q&A with Elizabeth Perez, Financial Security Advisor Helping Families Prepare for the Future. Q&A with Elizabeth Perez, Financial Security Advisor We provide financial security advice to Canadians looking for way to protect themselves and their families. Our society is a multicultural nation of immigrants and very often, our clients…

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