Blog
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Mentoring Wisdom
By Mark Neufeld on 13 May 2020
It’s been several weeks since the coronavirus shutdowns began. By now, the huge changes we’ve undergone in pretty much every part of our lives have become normal and routine.
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COVID-19 Business Support Programs
By Linson Chen on 15 Apr 2020
The unprecedented impact that COVID-19 is having on our society and economy prompted the federal government to implement significant programs to help support small- and medium-sized businesses.
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Spring Cleaning - Financially Speaking
By Tara Ennevor on 25 Mar 2020
Spring snuck in late last week and was missed by many with all the news focused on Covid-19.
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A Message Regarding COVID-19
By Clay Gillespie on 17 Mar 2020
Due to the recent COVID- 19 situation, we are taking every precaution to ensure we are following the guidance of the BC Ministry of Health to protect the health of our clients and employees.
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The Importance of a Will
By Brent Vandekerckhove on 13 Feb 2020
Planning for what happens after you die is something most people don’t really enjoy, but it is an integral part of financial planning. One of the most common ways to plan is by drawing up a will.
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What’s New in 2020?
By Cory Hill on 15 Jan 2020
With the election of a minority Liberal government in October 2019, there were a number of announcements in the December 2019 Federal Budget. Here is brief, though not an exhaustive, point-form summary...
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Should I be Worried about the Upcoming US Election?
By Jon Knutson on 17 Dec 2019
Over the years, I have been asked how US election results might impact portfolio returns. For some reason, I was asked this question much more frequently about three years ago…
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Let Us Be There
By John Hale on 20 Nov 2019
One of the perks we enjoy from our perch here at Broadway and Pine is an outstanding view of the North Shore Mountains.
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Tax-Free Investment Accounts?
By Chris Eynon on 18 Oct 2019
I feel that the Tax-Free Savings Account was poorly named. In my mind, it should have been called the TFIA (Tax-Free Investment Account).
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Dirty Harry and the Hidden Truth
By Brett Simpson on 02 Oct 2019
About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.
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What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
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2019 Tax Changes and Filing Tips
By Anthony Ma on 16 Jul 2019
To minimize stress and avoid making mistakes when filing your income taxes, it helps to plan well in advance. To aid in this preparation, here are some changes for 2019 and tips to keep in mind
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Top 10 Surprises to Avoid
By Teresa Black Hughes on 20 Jun 2019
My grandgirls love surprises. It could be receiving a beautiful package or hearing that we’re going on a trip to Disneyland. And who couldn’t appreciate a surprise visit from a best friend or a lottery win?
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The Basics of REITs
By Daniel Sitar on 15 May 2019
Nearly 70% of Canadians own the property they live in. These individuals have a significant investment in residential real estate in the form of their home.
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The Burdens of Wealth Accumulation
Posted on 17 Apr 2019
I was recently reading through some material from the Canadian Securities Institute, one of the financial industry’s education providers, and came across an interesting piece called “The Burdens of Wealth Accumulation.”
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The Value of Our Advice
Posted on 26 Mar 2019
When you envision your future, from both professional and personal points of view, what do you see?
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Informal Trusts
By Christian White on 20 Feb 2019
Informal trusts, or ITFs, are a tax-efficient way to provide a savings plan for a minor child. These accounts can be used for funding future education, protecting an inheritance or, as is often the case...
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Introduction to My Account
Posted on 16 Jan 2019
Despite being an incredibly useful tool – not to mention free to use – the Canada Revenue Agency’s (CRA) My Account portal is still vastly underused.
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A Few Financial Resolutions for the New Year
By Anne Hammond on 24 Dec 2018
Once all the Christmas dinners are done, the guests have gone home, the Boxing Day shopping is done, our new purchases are safely home, and the house is quiet as we wait to bring in the New Year, our thoughts often begin to turn toward
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The Benefits of Student Credit Cards
By Debbie Saleem on 19 Nov 2018
When my oldest son turned 19 last year, he was very surprised when I insisted that he apply for his first credit card – a student credit card with a low limit and no annual fee. He happily obliged!
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Cherry and Pumpkin Pie – A Legacy Recipe
By Patrick McGuire on 10 Oct 2018
I love pie! The invitation for family Thanksgiving Dinner came via text: the menu included a cherry & pumpkin pie. I began to imagine the texture and taste of this interesting blend of favourites, eager to try this new
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Sequence of Returns Risk
By Nick Hearne on 17 Sep 2018
Most investors understand that to achieve their long-term target rate of return, they will need to accept some volatility in the short and medium term.
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Trump and Tariffs: Where does this lead?
By Bryson Milley on 20 Aug 2018
Having now crossed the half-way mark of 2018, it is interesting to look back at the first 6 months in an effort to gain perspective of what the rest of the year may bring.
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Inflation Rises To 2.5% In June…The Highest Since 2012
By Vera Vlaovich on 25 Jul 2018
Statistics Canada recently reported that Canada’s annual inflation rate rose to 2.5% in June. In addition, consumer prices grew faster than in the previous six years.
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Where Do We Go From Here?
By Walker Mooney on 26 Jun 2018
The overriding commentary is on the question of whether, at this late stage of the economic business cycle, will the markets continue to drive higher or are we in for a correction or potentially a major pullback and possible recession?
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Reaching Our Goals
By Cecilia Tsang on 15 May 2018
Recently I was sick after coming back on from a trip. This was the first time my husband and I traveled together without the children and I was looking forward to spending quality time with them upon my return.
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Emergency Reserves
By Alain Quennec on 18 Apr 2018
Years ago, I actually had someone say to me that they didn't need to put money aside because, "I don't plan on having any emergencies." Letting that sit without a response for a moment or two (I may have raised an eyebrow)
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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A Balanced Budget
Posted on 20 Feb 2018
The thought of completing a budget can feel like a daunting task. When you see how much you spent on lattes and avocados in a month, it can be a bit of an eye-opener.
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Our new website
Posted on 23 Jan 2018
Our new website was created to provide a more intuitive, user-friendly experience for you. Here are some of the exciting changes we’ve made.
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Holiday conversations…
By Mark Neufeld on 19 Dec 2017
As we approach the holiday season, you’ll hopefully find some time to spend with family and/or friends. Many conversations will be had and some may be about that overdone turkey and some may even be about the investment markets.
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What is responsible investing
By Linson Chen on 03 Dec 2017
Responsible investing (also known as ethical investing and socially responsible investing) is growing in popularity as more investors are seeking to align their portfolios with their values.
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How to Succeed at Retirement
Posted on 17 Nov 2017
Don't simply retire from something; have something to retire to. ~Harry Emerson Fosdick
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Currency Impact on Portfolios
By Jon Knutson on 24 Oct 2017
Over the last 5 months, the Canadian dollar has risen substantially versus the US dollar (an approximate 13% increase). This is good news for shopping across the line, but bad news for the US dollar exposure within our portfolios.
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Have You Registered For B.C. PharmaCare?
By John Hale on 14 Sep 2017
We are fortunate to have a publicly-funded health care system that ensures that all eligible B.C. residents have access to medically-necessary health care services through the province’s Medical Services Plan (MSP). However, you might
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Alphabet Soup
By Chris Eynon on 15 Aug 2017
When my mom was an advisor at Rogers Group Financial, I always marveled at all the letters after her name on her business card. Unlike many people, however, I knew what they represented in regards to the work involved in attaining the
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Sometimes Old Habits Require New Thinking
By Brett Simpson on 19 Jul 2017
Credit can be an extremely useful financial tool or a slippery slope to financial malpractice. Each of us must choose wisely how we manage our credit capacity (or lack thereof!).
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Not for Profit – An Abundance of Opportunity
By Teresa Black Hughes on 16 May 2017
Many of us are involved in our communities with not-for-profit and charitable organizations. Passion moves us to serving and giving to organizations that make a difference in other people’s lives. Just as a financial plan makes a diff
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