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Invest Well, Live Well: Getting Schooled in Education Savings Plans

Invest Well, Live Well: Getting Schooled in Education Savings Plans

Growing up in a house where our parents were a school principal and teacher-librarian, we learned the value of education at a young age.
Love Local BC Fundraiser Celebrates Kamloops Businesses and Supports the Kamloops Food Bank

Love Local BC Fundraiser Celebrates Kamloops Businesses and Supports the Kamloops Food Bank

A new online fundraiser called Love Local BC is celebrating local businesses while providing support for the Kamloops Food Banks and food banks across B.C.
4 family-friendly getaways to enjoy this winter

4 family-friendly getaways to enjoy this winter

Make the most of the cold by enjoying the fun Kamloops has to offer Kamloops is a city for every season, with fun activities to be enjoyed all year round.
Invest Well. Live Well: How to help reduce risk and increase investing success

Invest Well. Live Well: How to help reduce risk and increase investing success

One of our favourite things about our job is onboarding new clients. We enjoy getting to know them, their goals and their history. When it comes time to invest, we also realize that we are expected to deliver results.
Invest Well. Live Well: Ten signs you could be ready to retire

Invest Well. Live Well: Ten signs you could be ready to retire

"When can I retire?" and "How much do I need?" are two of the most common questions we hear as we meet with clients. The answer they get, but do not want to hear, is “It depends.
No collateral, no problem: this quick-loan company can lend you up to $1,500 instantly

No collateral, no problem: this quick-loan company can lend you up to $1,500 instantly

Online lender Mr. Payday seeks to approve every loan application
Invest Well. Live Well: Teaching your kids about money

Invest Well. Live Well: Teaching your kids about money

Eric and I each have two kids who proudly are the centre of our worlds. As much as we want them to have nice things in life, we feel it is also important to teach them about money and healthy financial habits.
Invest Well. Live Well: The hunt for income and yield

Invest Well. Live Well: The hunt for income and yield

Investors, retirees, endowments and pension plans are often looking for income or cash flow from their investments. This income typically comes in the form of dividends or interest and generates a "yield,” which is expressed as an annual percentage.
Invest Well. Live Well: Investing for a better tomorrow

Invest Well. Live Well: Investing for a better tomorrow

We often say that to be an investor, you need to believe in a better future. Nowadays, we are seeing companies, institutions, pensions and investors take deliberate action to help leave the world a better place.
Invest Well. Live Well: How do I reduce my estate taxes? (part two of two)

Invest Well. Live Well: How do I reduce my estate taxes? (part two of two)

Before the COVID-19 pandemic, we often held client appreciation events, including educational seminars on specific financial planning topics. To date, our most attended session was estate planning and strategies to reduce taxes.