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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.
How to create good money habits to get out of debt

How to create good money habits to get out of debt

Your daily money habits can play a crucial role in paying off your debt
Dearborn Ford welcomes Grover to the GM's office

Dearborn Ford welcomes Grover to the GM's office

After 20 years in the auto industry and more than 16 years with Kamloops Ford Lincoln, Justin Grover is coming over to Dearborn Ford as the dealership’s new general manager.
Invest Well. Live Well: How much tax do I pay when I die? (part one of two)

Invest Well. Live Well: How much tax do I pay when I die? (part one of two)

As the old saying goes, “The only two guarantees in life are death and taxes.
Invest Well. Live Well: Seven ways to diversify your portfolio

Invest Well. Live Well: Seven ways to diversify your portfolio

My youngest son would eat the same thing every day if we would let him.
Invest Well. Live Well: How much can I draw from my portfolio?

Invest Well. Live Well: How much can I draw from my portfolio?

This is one of the most frequent questions we get from prospective retirees in our office. Choosing a suitable withdrawal, or “burn rate“ from your portfolio, can be the single-most important factor affecting your nest egg.
Invest Well. Live Well: Real estate versus the stock market

Invest Well. Live Well: Real estate versus the stock market

Our grandparents lived in Vancouver, purchasing their home at West 36th Avenue and Dunbar Street in October 1951 for $10,500.
TRU’s Limitless Campaign exceeds goal

TRU’s Limitless Campaign exceeds goal

Fundraiser benefits students and communities now and for years to come
For security issues, trust the experts at Kamloops Alarm

For security issues, trust the experts at Kamloops Alarm

Now the largest independent security provider within the B.C. Interior, Kamloops Alarm focuses on meeting the needs of its customers — growing relationships, over profit.