Location: Chemainus
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The importance of estate planning
A detailed estate plan is the best gift you can give your loved ones. Read More
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When should you fine tune your insurance protection?
Major life events bring changes that often call for a review of your financial plan. Read More
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Common myths about travel medical insurance
To help you make an informed decision, we’d like to expose a few myths around the need for travel medical insurance. Read More
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When to choose a TFSA versus an RRSP
Learn when a TFSA is a better choice than an RRSP in your savings plan. Read More
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Paying off debt while saving for retirement
Learn some tips to help you pay down debt for a stress-free future. Read More
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The importance of term deposit laddering
Get the benefits of a long-term rate without giving up easy access to your funds. Read More
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What is phishing and how can I protect myself?
Phishing attempts are meant to deceive consumers into believing that a request (typically a password reset or personal info) is coming from a legitimate source. In reality, it’s a scam and it’s fraud. Read More
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Expanding your business – 3 tips to growing locally
You play a vital role in the Island’s economy. Explore ways to keep this momentum going. Read More
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Budgeting 101 with Each One, Teach One
Reduce stress by learning basic financial literacy skills like budgeting and handling debt through no-cost workshops. Read More
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Is your business ready for the unexpected?
Businesses, like individuals, need an emergency fund for leaner times. Financial health-wise, it’s one of the best things you can do. Read More