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Financial Wellness

Who is going to buy your home? Every successful business needs an exit strategy for the owner, whether it is selling the business, passing it to the next generation or selling off the... 



Property Tax – Are You Needy or Greedy?

There was an article by Micheal Kane in the Vancouver Sun on January 27th that started with the following words: "Imagine borrowing at two percentage points below prime, at simple... 



Can your medical and dental bills save you taxes?

Tax time is coming up and you should all be getting your T4’s by the end of February, then all the other forms soon after that. But when you sit down to see how much you will... 



Charitable Annuity – Seeing your tax dollars at work

Recently I met with a couple in their late 70’s who want to give a gift of appreciated stock worth $50,000 to a local Foundation in return for a lifetime income of 5% annually.... 



Financial Wellness

Mortgage insurance – some thoughts Chris and I have been married for 35 years in August. We traveled around for seven years then settled down in Newfoundland and bought our first... 



Who Will Pay Your Bills if You Can’t Work?

When I was 27, Patti, a friend in Newfoundland, was diagnosed with Multiple Schlerosis. She was 25, happily married, they owned their own home and she had a great job at Memorial... 



How Good is Your Safety Net?

Whether you are union hall, executive or business owner, if you get injured, become sick or die there is a need for cash. In the event of an injury and some sicknesses, you need to... 



Synergy Magazine, Vancouver Island, BC, Canada