Canada Covid 19 Economic Response Plan

We know that clients have questions about the Federal government's economic response plan, we have included a summary of the information below for business owners, employees and other support that's available.
March 19, 2020/by Angelina Hung

Business Support Covid 19

We know advisors are business owners too so we thought we would include links that can help support your advisory practice.
March 19, 2020/by Angelina Hung

Communication 2020

This webinar is focused on how you as an advisor can up your virtual game, be a confidant for your clients.
March 16, 2020/by Angelina Hung

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 when it comes to reducing the financial impact on your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee.
March 9, 2020/by Angelina Hung

Coronavirus & Market Uncertainty- What you should do.

What you should do about the Coronavirus and Market Uncertainty
March 3, 2020/by Angelina Hung

Marketing 2020 Webinar

Putting together a marketing plan for financial advisors for 2020.
March 2, 2020/by Angelina Hung

Insurance Planning for Young Families

For young families, making sure your family is financially protected can be overwhelming, especially since there's so much information floating online. This infographic addresses the importance of insurance- personal insurance.

The 4 areas of personal insurance a young family should take care of are: Health, Disability, Critical Illness, Life
February 24, 2020/by Angelina Hung

BC Budget 2020

BC Budget 2020
February 21, 2020/by Angelina Hung


What's the difference between an RRSP and TFSA? We outline the key differences in the deposit and withdrawal stages of both in an article and infographic.
January 20, 2020/by Angelina Hung

2020 RRSP Campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it's all over the media. Download your free RRSP Campaign kit.
January 9, 2020/by Angelina Hung

2020 Financial Facts for Business Owners

2020 Financial Facts for Business Owners include: Interest Rate, Corporate Tax Rates, Employment Insurance Premium Rates, CPP Contribution Rates, Corporate Investment Income Tax Rate, Limits, Insurance- Types that are needed, Lifetime Capital Gains Exemptions
December 23, 2019/by Angelina Hung