B.C. residents are advised to keep ‘go bags’ ready as wildfire season is still upon us. Some of the items included in a suggested emergency kit on the province’s emergency preparedness website include: Cash in small bills A copy of your emergency plan and copies of important documents, such as insurance papers A first-aid kit… Read more »
VANCOUVER, August 14, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of Buddy Hulscher & Associates, effective August 4, 2023. Buddy Hulscher & Associates is an established financial services firm based in West Vancouver, providing investment and insurance solutions, financial and… Read more »
Having one of the 4 c’s in the family (cottage, condo, chalet, or cabin) can help you make the most of your vacation. But what plans do you have for your vacation property when you pass on? Family cottages are wonderful – but many people take it on assumption that their children are willing to… Read more »
Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized on growing economic optimism and cooling inflation. U.S. Canadian and global equities closed… Read more »
As climate changes, insurance is becoming more complex – and pricey. The smoke in the air recently has put wildfires in the front of our minds. It’s been nearly two years since a wildfire roared through Lytton, BC, destroying much of the village. In all, more than $100 million in insured damages have been recorded…. Read more »
Exciting news in the Nanaimo office. Max Creighton has recently graduated from his studies at VIU where he has completed a degree in Business Administration, and he is currently working on becoming a Certified Financial Planner (CFP). Read his full bio here. Max has been part of our team for over 2 years as an… Read more »
Market volatility, investments and taxes Why do I have a tax bill for my investment even when the value has dropped? During times of volatility, it’s natural for investors to worry that their investments will lose value – in fact they may even expect a decline at times. What’s unexpected, however, is getting a tax… Read more »
May 1-7 is Mental Health Week. Each year 1 in 5 Canadians experience a mental illness or mental health issue, 5 in 5 of us – that’s all people – have mental health. Mental health is impacting the Canadian workplace. The Manulife Wellness Report is an assessment of existing workplace wellness measures of Canadian employers…. Read more »
Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. The first few months of the year have been challenging in a number of ways. We want to share the following comments with you. Making wise investment choices in uncertain times The first… Read more »
Have you created an estate plan? Thoughtful estate planning can help achieve many powerful, important goals. The main goal is to make sure assets flow to the intended beneficiaries in the most efficient and tax-effective manner. Another goal should be to open up transparent conversations between those giving and receiving wealth. Failure to have these… Read more »