12 tips to lower your tax bill in 2023
Most Canadians only think about their taxes when they file in March or April, but by then it’s often too late to take advantage of the many tax-saving opportunities out there. Minimizing the tax on your hard-earned income ins something you should pay attention to year-round. So what can you do today to lower your… Read more »
It’s Financial Literacy Month
For the Government of Canada’s Financial Literacy Month, this year’s campaign theme, Managing Your Money in a Changing World, considers our increasingly complex and constantly changing financial marketplace and the importance of checking up on your financial health, particularly as it relates to managing and paying down debt. More Canadians are carrying large debt burdens, which… Read more »
Arbutus Financial Services Welcomes Stephanie Hockin
VANCOUVER, BC, October 31, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and a proud partner of Navacord, welcomes Stephanie Hockin, CFP®, RRC®, as a Financial Planner and Retirement Specialist, effective October 16, 2023. Stephanie brings with her 30 years of experience in private banking, mortgage planning, and wealth management. In recent… Read more »
Investment Commentary – Sept 30, 2023
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 doing well and had a wonderful Thanksgiving. We want to share the following comments with you about investment markets. What can we expect for the rest… Read more »
Do you know how to stay safe on Social Media?
It’s Cybersecurity Awareness Month. Cyber threats can be scary, and for good reason. Malware can be lurking in a suspicious email or image you get convinced to click. All it takes is one crack in the door of your network to let cybercriminals in. Security Hints & Tips Stay Safe on Social Media Many people… Read more »
Arbutus Financial Services Announces Partnership with Frank Allen Financial Group Inc.
VANCOUVER, September 8, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of The Frank Allen Financial Group, effective September 1, 2023. The Frank Allen Financial Group, a specialized and focused financial services firm based in Nanaimo, is pleased to be joining… Read more »
What would you do if you had to evacuate?
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 »
Arbutus Financial Services Announces Partnership with Buddy Hulscher & Associates
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 »
It could cabin to you
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 »
Investment Commentary – June 30, 2023
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 »