Join us on an exciting journey into the world of financial planning with our Money Minute blog series. Featuring short reads and videos, this series offers practical financial resources that simplify complex concepts, making them more understandable and accessible to everyone. Whether you’re an experienced investor or just beginning your financial journey, our content is tailored to all levels of expertise and investment interests. If you have any questions or would like to schedule a meeting with one of our advisors, please don’t hesitate to contact us.
For almost 20 years (in the Lower Mainland especially) real estate has been a pretty sure thing. Many people we’ve talked to over the years have said that real estate is a guaranteed money maker. In most areas of BC this may have been true; ask the people of Detroit and…
Read More »The income sprinkling rules outlined in July 2017 held strong and the rules pertaining to passive investment income weren’t as harsh as predicted. Specifically, Budget 2018 has implemented two simple measures as it pertains to passive investment income: Limiting Access to Small Business Tax Rate Budget 2018 proposed to provide for…
Read More »BC’s 2018 budget was announced on February 20th. Its focus was to provide lower income households with tax relief. It provides some parents with reduced child care fees while also reassuring parents that spaces in child care and in schools would become more adequate. There are numerous articles that focus…
Read More »A recent article in the Investment Executive, Beware of pitfalls when selling homes, draws attention to implications that can arise as a result of the changes that occurred to the Principal Residence Capital Gains Exemption. The articles mention some important things to be aware of when selling a home that that could…
Read More »If you have ever purchased a home or applied for a loan, you may be familiar with Mortgage Insurance. This is the insurance the bank is obligated to encourage you to take in the event you die or become disabled. It is intended to protect your loved ones from being…
Read More »In the competitive market we face today, purchasing a home can be a daunting task. There are a few things to be aware of that can help make it a little less daunting. The First Time Home Buyers Plan and some new advantages that were recently introduced by the Provincial…
Read More »
