Inclusion Rate, Interest Rates and Inflation As June begins and summer starts to shine in the beautiful Okanagan, we hope you’re able to enjoy every moment! The season brings a sense of renewal and relaxation, and we’re excited to share some important updates that might impact your financial plans.Hot Topics this MonthCapital Gains Inclusion Rate […]
Navigating a Dynamic Market Landscape, with David Fingold
Dear Valued Clients, Friends, and Fellow Investors, As we have welcomed in the New Year, I extend my heartfelt wishes for ongoing success and prosperity in 2024. The financial landscape presents us with a myriad of speculations and opinions, setting the stage for a year of possibilities. Notably, the recent decision by the Bank of […]
Can stress shape who we are?
An article in my news feed caught my attention the other day. It was based on the hard realities of being self employed. A lot of us in one way or another are in business for ourselves; running your home life and finances, in my opinion, is your personal business. We can all relate to […]
Employee Benefits
For many, it can be a deciding factor in taking a job; especially if you have children at home and a spouse without benefits provided by their workplace. But, do you know what your employer is covering you for? Do you know where to look? In most cases, we don’t know either of these answers and […]
Prepare for the unexpected
I am reminded when I drop my kids off at school how involved parents are today. Seeing other Dads and Moms hugging and kissing their kids goodbye for the day. Watching the kids play together brings back good memories from my own school days. We take vacations as families and spend the majority of our […]
Still don’t have Life Insurance? What’s holding you back?
Most people are aware how beneficial LIFE INSURANCE can be, but many still do not have any coverage at all. What’s holding you back? 1. IT’S TOO EXPENSIVE. Cost is the number one reason people don’t have life insurance. Studies show that 80 percent of consumers think term life insurance costs much more than it actually […]