We’ve Expanded!

2020 has presented a number of unique challenges for all of us. It has provided an opportunity for us to evolve as a firm and improve upon the services we offer you.  We've expanded! We expanded our provincial footprint of our firm by opening a new office in Victoria, BC. Fone Thantasanee...

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Re-affirming Our Investment Management Approach

2020 has been a year of wild volatility. The market is up on recent news of COVID-19 vaccines, but we remain cautious for 2021 as many risks still pose a threat to the markets. Global economies are tight-rope walking to recovery and industry earnings growth is still minuscule for many.  While it...

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Bomb Shelter Investing

Since the arrival of COVID-19 our world has been in a constant state of uncertainty. Uncertainty about COVID-19, the stock market, our businesses. Uncertainty is a common catalyst for fear. When making financial decisions, fear clouds our ability to make the 'rational decision'. So how do the...

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Turn Your Personal Medical Expenses into 100% Corporate Tax Deductible Expenses

One of the most common questions we ask business owners is, “How do you pay for your personal medical expenses that are not covered by your benefit plan?”  95% of the time, the response we hear is, “out of my personal pocket”.  As soon as we hear that, we know we can save that person a...

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Investing in Your Company’s Greatest Asset – Employees

Group RSP and Group DPSP Every company's greatest asset is its employees. Whether you are a one-person consulting firm or a 1000+ national tech and computing software company, all employers wish to attract, retain and motivate the best in the industry, no matter the role. A motivated, loyal and...

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Investing in a Post–Pandemic World

Overview The global economy is bouncing back. COVID-19 infection rates are dropping as more people are getting vaccinated.  We are now in the reflation phase of the recovery: high growth, rising inflation, low interest rates, and lots of volatility.  How do we then invest in a post-pandemic...

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COVID-19 vaccines for all British Columbians

Author: Pacific Blue Cross What you need to know about BC’s COVID-19 vaccination plan As BC’s number one health benefits provider, our mission is to improve health and wellbeing for all British Columbians. Because we provide health benefits coverage to over 1.6 million people in the...

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How to Invest a Cash Lump Sum

Increasing our savings and making good investments helps us increase our wealth. While this is true, we also become wealthy from a sudden cash lump sum. This usually occurs 1 of 3 ways: 1) Selling a Business At some point, entrepreneurs sell their business (hopefully for a large amount)....

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Retirement Mistake No.36: Not Being Prepared

What if you died today? Thinking about it seems odd, but we all want to have peace of  mind about the answer to that question. When answering from a financial perspective, it’s natural to want to do the best you can with the finances you have. Dean’s Estate Planning In the last few...

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