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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

Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Safe Harbour Financial Solutions | Jan 31, 2026 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
2026 Financial Calendar

2026 Financial Calendar

by Safe Harbour Financial Solutions | Jan 3, 2026 | 2026, Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2026 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
2025 Financial Calendar

2025 Financial Calendar

by Safe Harbour Financial Solutions | Jan 4, 2025 | Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...

Recent Posts

  • Retirement Planning for Business Owners
  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights

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

Okanagan Location Includes: Kelowna, Vernon, Enderby, Kamloops, Peachland, Penticton, Lumby, West Kelowna, Armstrong, Summerland, and the surrounding areas.

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