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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

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...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Safe Harbour Financial Solutions | Sep 30, 2025 | Blog, business owners, insurance

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 when it comes to reducing the financial impact on your...

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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