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...
Read PostHow Investments Make Money
We invest money with the expectation it will produce a future return on investments. We use this return to achieve a current or future lifestyle. If your money is not growing, it is shrinking. In the absence of it growing on trees, we can earn a return on our investments 3 ways: interests...
Read PostRetirement Mistake No.10: Not Doing What The Wealthy Do
Today’s wealthy investors are usually very involved in their financial matters. There is a tremendous amount of information available today on wealth management. Russ Alan Prince recently published Wealth Management (Wealth Management Press 2003) and defines it as “delivering a full range of ...
Read PostBomb 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...
Read PostHow To Double Your Asset Holdings (Without Doubling Your Investment Capital)
Successful entrepreneurs eventually face the common dilemma of how best to maximize investment potential with company profits, while reducing tax. Cash that sits unused in the corporation isn’t working for you. Taking it personally out means outrageous taxes. In many cases, there is an...
Read PostWhy Great Employees Leave
We all know how costly employee turn-over is and how detrimental it can be to any business. So, how do we reduce the number of employees who leave? First, we have to understand why employees leave. A common phrase, heard by many managers, when an employee leaves is, “I just couldn’t turn...
Read PostMedical Cannabis in the Workplace
With the government changes quickly coming for the legalization of cannabis, the topic of medical cannabis has become an increasingly popular topic within the group benefits world. Medical Cannabis – Group Benefits Plan: Despite the imminent legalization of cannabis in Canada, a large...
Read PostTop Reasons Why You Should Consider Life Insurance
Since her early twenties, Danica Patrick has driven a racecar for a living. She is the most successful woman in the history of American racing and became the first female NASCAR driver to win a NASCAR Sprint Cup Series. It’s a risky profession and she’s chosen to manage the risk, in part,...
Read PostWhy I Invested in Life Insurance and How to Use It
Clients often ask me if I have life insurance. When you look at life insurance as an asset class (not just a death benefit) and consider the tax and investments benefits, it’s a financial tool I strongly believe in, which is why I invest $42,000 in annual premiums into whole-life insurance, which...
Read PostHow To Use Life Insurance Creatively
How To Use Life Insurance Creatively When you mention the words life insurance, people’s attention starts to waiver, usually because most of us only know it as a catastrophic death benefit and very few people want to think about, much less plan for death. However, if you care about investment...
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