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 »
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 »
Know These Essential Rules for How Long Canadian Snowbirds Can Stay in the U.S.
By David Altro , B.A., J.D., D.D.N., F.Pl., TEP Feb 12, 2018 David is a Florida Attorney & Canadian Legal Advisor focusing on cross border tax, estate planning and real estate for high net-worth individuals. He is the managing partner of Altro LLP, which he founded in 1988 and has offices in Canada and the US…. 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 »
NEI your Portfolio and the Planet
With a growing global population the world will need 50% more food, 30% more fresh water and 50% more energy by 2030*. We are frequently facing questions of how to include companies in our client portfolios that are innovating to meet these global needs. One of our partners is NEI Investments and the Environmental Leaders… Read more »
Recent Market Volatility
After a period of relative calm in the markets, recently the increase in volatility in the stock market has resulted in renewed anxiety for many investors.
How to Help Your Kids Achieve Financial Independence
“Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.” – Chinese proverb The same principle applies with your kids and money. By teaching your kids how to manage their money, you’re preparing them to be self-sufficient when it comes to… Read more »
Charitable Giving Series: Part 3
Michael and Linda, 61 and 57, are empty nesters approaching retirement. Michael is a successful entrepreneur who will be finalizing the sale of his business later this year for cash. Linda is a VP at a company she has worked at for 20 years, since its startup days, and she owns shares in the company… Read more »
Charitable Giving Series: Part 2
To continue our three-part series on charitable giving, this week we’re going to explore ways you can include your family in your philanthropy. Sharing and passing on the family value of generosity can be done when it’s intentional, part of the plan, and involves everyone. To begin, take the time to discuss what matters to… Read more »
Charitable Giving Series: Part 1
At Arbutus Financial, we are proud to have such generous and charitable clients. We are committed to helping you and your family determine the most effective ways to give. Taking the time to make a charitable giving plan is a proactive approach that can pay off for both you and the charities you support. Some… Read more »