Peace of mind through financial confidence

AFS Insights: Individual Services

Tax Planning For U.S. Citizens Living In Canada

A number of our clients carry U.S. citizenship and live in Canada.  This results in greater complexity regarding both U.S. and Canadian tax planning.  They are very aware of the growing complexity (and likely their growing frustration also). Read on to learn about five common traps for U.S. citizens living in Canada… U.S. citizens living… Read more »

Investment Commentary – March 31, 2019

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great start to the Spring season.   What A Difference Three Months Makes After a near bear market in the final three months of… Read more »

Make a Will Week

It was Make a Will week in British Columbia April 7th-13th and at Arbutus Financial we want to encourage and support you in doing so. This is a very important aspect of planning and managing your financial affairs. Click on the following link to learn more about Will planning. There are some great resources listed… Read more »

Federal Budget 2019

  On March 19th, the federal government announced its latest budget, which included a number of proposed changes to social programs that will be phased in over the next several years.  There are also changes coming to registered savings accounts such as RRSP, RDSP, RRIF, RPP, and the TFSA.  These changes are aimed to help… Read more »

BC Budget At A Glance

Recently, the BC government announced their latest budget. The following is a good overview of the key areas that impact our fellow British Columbians.  We welcome any feedback and discussion on how the budget will affect your family. (For our clients outside of British Columbia, we appreciate your indulgence on this topic) __________________________________________________________________________________ Budget at… Read more »

Investment Commentary – December 31, 2018

Happy New Year to you and your family! We hope you have enjoyed a great holiday season, and we wish you and your family all the best in 2019. As we embark on a New Year we want to thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and… Read more »

Canada Pension Plan Enhancement

Starting in 2019, the Canada Pension Plan (CPP) will be gradually enhanced. This means you will receive higher benefits in exchange for making higher contributions. The CPP enhancement will only affect you if, as of 2019, you work and make contributions to the CPP. Please click here to read more. If you’d like to discuss this topic… Read more »

Investment Commentary – September 30, 2018

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great start to the Fall season.   Challenges in the Quarter There was a lot to digest over the past three months including NAFTA… Read more »

Investment Commentary – June 30, 2018

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great Summer and the beautiful warm weather. Challenges in the Quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in… Read more »