On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesThere are no changes to the province’s personal...
The end of 2021 is quickly approaching – which means it is time to get your finances in order, so you are ready when it comes time to file your taxes. In this article, we cover four types of 2021 personal tax tips: Individuals Investment Considerations Families...
Download your free Financial Literacy presentation * indicates required First Name * Last Name * Email Address * November is Financial Literacy Month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can...
Setting up your financial practice to specialize in working with high net worth individuals can be challenging. We’ve put together a list of strategies that can help you attract your ideal client. Network in their area The marketing methods that you have always used,...
Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business. I’ve spent over 15 years of my career working with advisors and helping them grow their...
When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...
