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2025 Federal Budget Highlights
The 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements to 2026. Overall, the plan aims to balance fiscal discipline with practical support for Canadians and small businesses.
Strategies to Help You Keep More of Your Retirement Income
Want to make the most of your retirement income? Discover practical, tax-smart strategies that can help you reduce your tax bill and keep more money in your pocket. From TFSA withdrawals to pension income splitting and overlooked tax credits — learn how to build a retirement plan that works for you, year after year.
Insurance Planning for Business Owners
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
How to Make the Best of Inheritance Planning
Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.
Understanding the Differences Between Interest, Dividends, and Capital Gains
Maximize your investment returns by understanding the tax implications of interest, dividends, and capital gains. Learn how each income type is taxed and discover strategies to minimize your tax burden. Explore the full article to enhance your investment strategy.
Estate Planning for Retirees and Mature Families
What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony.
Annual Golf Tournament
- 18 holes of golf. Shot gun start at 2:00pm - 3 Course Dinner - Exciting on course games, activities and food - Prizes for top team Venue Shannon Lake Golf Course Starts Wed Jun 11 2025, 02:00pm PDT Ends Wed Jun 11 2025, 08:00pm PDT Registration is...
Gold 2025 Winner – The Best Financial Advisor in Kelowna
As your trusted financial partner, we help you navigate life’s transitions with clarity, confidence, and care. Experience the peace of mind that comes from knowing your future is in safe hands.
Personal Life Insurance Planning
Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.
2025 British Columbia Tax Rates
2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!