Tax Loss Selling

Over the last few weeks, the financial market has taken a downturn amidst fears over Coronavirus.

Understandably, you are concerned with your portfolio, it’s important to stay level-headed to avoid making financial missteps. However, staying level-headed doesn’t necessarily mean you sit there and do nothing. In fact, one consideration you can look is taking an active tax management approach.

Tax loss selling is a strategy to crystallize or realize any capital losses in your non-registered accounts so it can be used to offset any capital gains.
April 1, 2020/by Financial Tech Tools

Do I Qualify for the Canada Emergency Response Benefit & EI?

To help Canadians through this difficult time, the Federal Government created the Canada Emergency Response Benefit (CERB) and made changes to the Employment Insurance Program (EI). For those whose employment has affected by the Coronavirus, we have created a chart to help you figure out which program you qualify for and provide links to apply for each program.
March 30, 2020/by Financial Tech Tools

Help for Small/Medium Businesses & Entrepreneurs – 75% wage subsidy, $40,000 interest-free loan & more

March 27, 2019 - Prime Minister Justin Trudeau announced programs and measures focused on helping Small & Medium Sized Businesses and Entrepreneurs cope with the economic consequences caused by the COVID-19 pandemic.

“With these new measures, our hope is that employers being pushed to laying off people due to COVID-19 will think again,” Trudeau said. “And for those of you who have already had to lay off workers, we hope you will re-hire them.”
March 27, 2020/by Financial Tech Tools

Canada Emergency Response Benefit to help workers and businesses

$2,000/month for 4 months - Canada Emergency Response Benefit to help workers and businesses
March 27, 2020/by Financial Tech Tools

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