Blog

Four Focus Points for a Successful Portfolio

By Chris Eynon on 20 Jan 2022

The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth

Managing Cash Flow and Debt

Government Benefits

By Clay Gillespie on 16 Dec 2021

There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).

Cracks in the Veneer

By Brett Simpson on 22 Nov 2021

After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose

Planning a vacation? Don’t forget the sunscreen – and your travel insurance!

By Debbie Saleem on 09 Nov 2021

Now that the U.S. border is finally open, and Covid restrictions are beginning to ease worldwide, many of us are starting to plan the vacations we’ve yearned for.

Financial Self Care

By Reg Sangha on 13 Oct 2021

Now is an opportune time to assess our own financial situations, simplify our lives, and build healthy habits for the future.

Five Ways Students Can Save Money

By Debbie Saleem on 17 Sep 2021

September means students are heading back to class. Every dollar counts when you’re a student – here are five tips on stretching that cash.

Work Trends – Preparing for Change

By Teresa Black Hughes on 17 Aug 2021

Whether a change of employment is a matter of choice, or is thrust upon you, there are a few things to consider. After all, preparedness is one of the best ways to reduce stress.

Mask On/Mask Off/Mask Maybe

By Tara Ennevor on 16 Jul 2021

July 1st this year was a day of decisions. In BC, do we keep wearing our masks, take them off for good or wear them in some places but not others?

Tales from the 'Crypt-ocurrency'

By Brent Vandekerckhove on 14 Jun 2021

Cryptocurrency. Now that I have your attention, I wanted to share more on the subject.

The Downside of Tax Refunds

By Anthony Ma on 18 May 2021

Tax time can come with its many challenges, including navigating through a pile of paperwork to ensure you haven’t missed reporting any tax slips to CRA.

Federal Budget Updates

By Anthony Ma on 29 Apr 2021

The Federal Government introduced its updated budget on April 19th.

The Power of Compounding

By Daniel Sitar on 15 Apr 2021

According to Albert Einstein, “compound interest is the most powerful force in the universe.”

Are Your Kids Financially Savvy Enough to Move Out?

By Debbie Saleem on 12 Mar 2021

You’ve raised them, educated them, and now your adult “kids” are on the verge of moving out. But before they leave the nest there’s one more important lesson to pass on – how to manage their finances!

Becoming Your Best Self

Posted on 18 Feb 2021

As the cold winter weather takes over the landscape and all we seem to hear these days in the news are Covid-related topics, it is only natural that many of us feel a sense of sadness and a mixture of entrapment and detachment.

Rules are not enough!

By Bryn Hamilton on 15 Jan 2021

Ethics form an integral part of the foundation of the financial services industry.

Our Digital World

By Christian White on 17 Dec 2020

This year has changed a lot for society. It has changed the way we communicate. It has changed the way we work.

Preserve and Improve your Credit Score

By Nick Hearne on 17 Nov 2020

A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.

Generating Income

Managing Cash Flow and Debt

Saving for your goals

The US Election and the Markets: Not as connected as one might think

By Bryson Milley on 15 Oct 2020

The looming US election is obviously a really hot topic right now, and it has led to a lot of questions about how it will affect the investment markets.

Resiliency for All

By Vera Vlaovich on 28 Sep 2020

In a recent article, Dr. Lawrence Cheng, co-founder of Connect Health Centre for Integrative and Functional Medicine, defines resilience as “a process of adapting well in the face of adversity, trauma, threats, and stressors.”

What was your Experience with Money as a Child?

By Cecilia Tsang on 18 Aug 2020

Do you worry so much about money that it keeps you up at night? Or are you quite calm about your finances and tend to be quite confident in managing your cash flow?

Have A Dress Rehearsal

By Alain Quennec on 16 Jul 2020

Hope for the best, prepare for the worst – words to live (and golf) by.

5 Resolutions to Help Adjust to the New Normal

By Shaun Sun on 16 Jun 2020

If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.

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.

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.

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.

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.

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.

Estate Planning

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...

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…

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.

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).

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.

What are the major risks when planning your retirement?

By Clay Gillespie on 14 Aug 2019

Preparing for retirement

Retirement Transition

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

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?

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.