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  • Time for a Portfolio Spring Cleaning

    Posted by Chris Mills
    |Date: March 01, 2018
    | 0 comments
    Time for a Portfolio Spring Cleaning

    Time for a Portfolio Spring Cleaning

    Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s ...

    Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s an opportunity to think strategically about your portfolios for the coming year. What better wa ...

    March 01, 2018
    | by Chris Mills
    | 0 comments
    Read more
  • RRSP vs. TFSA

    Posted by Chris Mills
    |Date: February 01, 2018
    | 0 comments
    RRSP vs. TFSA

    RRSP vs. TFSA

    In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however ...

    In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however, can’t afford to do that while paying a mortgage, helping their kids through school and keepin ...

    February 01, 2018
    | by Chris Mills
    | 0 comments
    Read more
  • Personal Planning Tools

    Posted by Wendy Johnstone
    |Date: February 01, 2018
    | 0 comments
    Personal Planning Tools

    Personal Planning Tools

    Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them ...

    Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them to help a spouse, aging parent or other person they support. Many people tend to focus on estat ...

    February 01, 2018
    | by Wendy Johnstone
    | 0 comments
    Read more
  • 3 Ways to Put Your Tax Refund to Work

    Posted by Chris Mills
    |Date: January 01, 2018
    | 0 comments
    3 Ways to Put Your Tax Refund to Work

    3 Ways to Put Your Tax Refund to Work

    As you know, your tax refund is not found money - it was your money all along, which you lent to the fede ...

    As you know, your tax refund is not found money - it was your money all along, which you lent to the federal government interest-free for the year. ...

    January 01, 2018
    | by Chris Mills
    | 0 comments
    Read more
  • Insurance – An Investing Perspective

    Posted by Chris Mills
    |Date: December 01, 2017
    | 0 comments
    Insurance - An Investing Perspective

    Insurance – An Investing Perspective

    Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

    Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

    December 01, 2017
    | by Chris Mills
    | 0 comments
    Read more
  • Charitable Giving Options

    Posted by Chris Mills
    |Date: November 01, 2017
    | 0 comments
    Charitable Giving Options

    Charitable Giving Options

    The opportunity to contribute to something worthwhile doesn’t go unrewarded. The tax benefits to you and ...

    The opportunity to contribute to something worthwhile doesn’t go unrewarded. The tax benefits to you and to your estate can transform your charitable impulses into “planned giving” strategies in your ...

    November 01, 2017
    | by Chris Mills
    | 0 comments
    Read more
  • Socially Responsible Investing – Doing the Right Thing?

    Posted by Chris Mills
    |Date: October 01, 2017
    | 0 comments
    Socially Responsible Investing - Doing the Right Thing?

    Socially Responsible Investing – Doing the Right Thing?

    Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usua ...

    Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usually tobacco, liquor, gambling and weapons manufacturers. ...

    October 01, 2017
    | by Chris Mills
    | 0 comments
    Read more
  • Dealing with Volatility

    Posted by Chris Mills
    |Date: September 01, 2017
    | 0 comments
    Dealing with Volatility

    Dealing with Volatility

    There are bull markets, bear markets, and then there are the volatile markets that can create an emotiona ...

    There are bull markets, bear markets, and then there are the volatile markets that can create an emotional rollercoaster for investors reacting to economic and political events. ...

    September 01, 2017
    | by Chris Mills
    | 0 comments
    Read more
  • Put a Price on Retirement

    Posted by Chris Mills
    |Date: August 01, 2017
    | 0 comments
    Put a Price on Retirement

    Put a Price on Retirement

    Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

    Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

    August 01, 2017
    | by Chris Mills
    | 0 comments
    Read more
  • Tips and Tools to Deal with Ageism

    Posted by Richard B. Johnson
    |Date: May 01, 2017
    | 0 comments
    Tips and Tools to Deal with Ageism

    Tips and Tools to Deal with Ageism

    If you are being discriminated against based on your age, then you have the right to file a complaint wit ...

    If you are being discriminated against based on your age, then you have the right to file a complaint with the BC Human Rights Tribunal (www.bchrt.bc.ca) ...

    May 01, 2017
    | by Richard B. Johnson
    | 0 comments
    Read more
  • Legacy Giving

    Posted by Amber Adams
    |Date: May 01, 2017
    | 0 comments
    Legacy Giving

    Legacy Giving

    A Planned or Legacy Gift is really a gift of any size to a charity that has an element of planning involv ...

    A Planned or Legacy Gift is really a gift of any size to a charity that has an element of planning involved in accomplishing the act of giving. ...

    May 01, 2017
    | by Amber Adams
    | 0 comments
    Read more
  • Retired Mountie Pens New Novel

    Posted by John Kelly
    |Date: January 01, 2017
    | 0 comments
    Retired Mountie Pens New Novel

    Retired Mountie Pens New Novel

    At the end of their careers, Mounties dismount, right? They walk slowly and bow-leggedly into the sunset. ...

    At the end of their careers, Mounties dismount, right? They walk slowly and bow-leggedly into the sunset. Isn’t that how it works? Well, not if you’re Victoria’s John C. Smith. ...

    January 01, 2017
    | by John Kelly
    | 0 comments
    Read more
  • Creating a Legacy for Future Generations

    Posted by Starr Munro
    |Date: November 01, 2013
    | 0 comments
    Creating a Legacy for Future Generations

    Creating a Legacy for Future Generations

    Imagine a world where you didn’t have to worry or wonder about the health and safety of future generation ...

    Imagine a world where you didn’t have to worry or wonder about the health and safety of future generations. Imagine a world where everyone had access to food, shelter, water, a clean environment, medi ...

    November 01, 2013
    | by Starr Munro
    | 0 comments
    Read more
  • Why Today’s Seniors Are Buying Real Estate

    Posted by Barbara Risto
    |Date: July 01, 2013
    | 0 comments
    Why Today’s Seniors Are Buying Real Estate

    Why Today’s Seniors Are Buying Real Estate

    While the demand for senior residences is on the increase, seniors don’t always want that option. Many si ...

    While the demand for senior residences is on the increase, seniors don’t always want that option. Many simply want to scale back to something more manageable with less maintenance. Thinking ahead or a ...

    July 01, 2013
    | by Barbara Risto
    | 0 comments
    Read more
  • Charities Need You to Give

    Posted by Barbara Risto
    |Date: October 30, 2009
    | 0 comments
    Charities Need You to Give

    Charities Need You to Give

    As we were gathering material for this Planned Giving edition and talking to charities, it became clear t ...

    As we were gathering material for this Planned Giving edition and talking to charities, it became clear that many are feeling the pinch of the economic downturn - some more than others. But almost all ...

    October 30, 2009
    | by Barbara Risto
    | 0 comments
    Read more
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