Peace of mind through financial confidence

AFS Insights: Individual Services

Did you know the RRSP deadline is March 1st?

3 important dates to put in your personal finance calendar Jan. 1: TFSA contribution limit extension Tax-free savings account holders can start the New Year by contributing another $6,000 to their TFSAs. If you withdrew money from your TFSA in 2020, that contribution space can also be reclaimed. The CRA provides personal individual limits in… Read more »

Bell Let’s Talk Day

COVID-19 has affected every aspect of our lives, including our mental health. According to the Canadian Mental Health Association, 38% of Canadians say their mental health has declined due to COVID-19, and people already struggling with their mental health were 2 times more likely to say their mental health has declined due to the pandemic…. Read more »

Investment Commentary – December 31, 2020

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 2021. 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 »

Week 4 is Life Events Basics

Financial Literacy Month is almost over! As we enter the last week of the month, here is the last back to basics topic for you. We hope you’ve enjoyed this as much as we have! Week four is Life Events Basics: Financial literacy hits close to home when major life events are involved. Explore the… Read more »

Week 3 is Planning Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week three is Planning Basics: Lay the groundwork for smart financial planning with insights into topics like… Read more »

Week 2 is Buying Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week two is Buying Basics: A wide variety of information on how to make smarter purchases –… Read more »

Week 1 is Money Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week one is Money Basics: The fundamentals of how to be smarter with your money, including information… Read more »

November is Financial Literacy Month

This year marks the 10th anniversary of Financial Literacy Month. It is also a challenging time for many Canadians who may be struggling financially due to the COVD-19 pandemic. The goal this year is to help Canadians gain financial confidence and make informed financial decisions relevant to their circumstances by equipping them with practical tips… Read more »

Happy Thanksgiving

On behalf of the entire Arbutus Financial team we would like to wish you and your family a safe, happy and healthy Thanksgiving. Each year at Thanksgiving we pause to give thanks for the many blessings in our lives and in particular during this pandemic year extra thanks to our family, friends, and clients for… Read more »

September is National Life Insurance Month

Like most things related to financial planning, life insurance can seem complicated and overwhelming at first. However, much like death and taxes, buying life insurance is a part of life and a crucial element of comprehensive financial planning. Here, we’ve broken it down for you. Always seek help from the professional that you trust at… Read more »