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(250) 860-3303

  • About
    • Our Team
    • About
    • Our Process
  • Services
    • Corporate Financial Services
      • Corporate Insurance Planning
      • Executive Health Savings Plan
      • Group Benefits
      • HSA
    • Personal Financial Services
      • Personal Insurance Planning
      • Individual Health Benefits
    • Retirement Planning
      • Retirement Income Planning
  • Education
  • My CRA Setup
  • Blog
  • Contact
  • Get A Quote
    • Manulife – Health & Dental
    • GreenShield – Health & Dental
    • Manulife – Travel
  • Client Logins

(250) 860-3303

What Happens to Your Group Benefits When You Leave a Job?

What Happens to Your Group Benefits When You Leave a Job?

by Safe Harbour Financial Solutions | Aug 6, 2026 | 2026, Blog, group benefits

What Happens to Your Group Benefits When You Leave a Job?Leaving a job, whether by choice or by circumstance, brings a long to-do list. Updating your resume, signing new paperwork, figuring out your finances. One item that often gets missed in the shuffle: your group...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by Safe Harbour Financial Solutions | Jun 30, 2026 | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Safe Harbour Financial Solutions | Jun 1, 2026 | 2026, Blog, insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
What Is Life Insurance and How Does It Work?

What Is Life Insurance and How Does It Work?

by Safe Harbour Financial Solutions | May 4, 2026 | Blog, estate planning, Family, life insurance

What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

by Safe Harbour Financial Solutions | Apr 1, 2026 | 2026, Blog

Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
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Recent Posts

  • What Happens to Your Group Benefits When You Leave a Job?
  • Financial Checklist for New Parents in Canada
  • What Is Participating Whole Life Insurance?
  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return

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Serving across Okanagan area, Edmonton, Calgary, and the Lower Mainland and Surrounding areas.

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