Peace of mind through financial confidence

AFS Insights: Individual Services

Helping Charities Thrive Through Mythbusting!

Ready to start making philanthropy a part of your financial plan? What better way to express gratitude for the great efforts of your favorite charities than by making a donation. The decision on how much and which charities to donate to can be a difficult one. Continue reading to learn more about one of six common… Read more »

Financial Literacy Month – November 2019

November is Financial Literacy Month in Canada and the theme for this year is “Take Charge of your Finances”. The topics highlighted this month are Start with a Budget, Set Financial Goals, Be a Smart Financial Consumer and Borrow Money Wisely. Each of these important topics will help set you up for financial success and… Read more »

Investment Commentary – September 30, 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 are enjoying a great start to the fall season. Wishing you and your family a Happy Thanksgiving. Global markets continue to climb Global equity markets had modest returns in the third… Read more »

2019 Canadian Debt Survey

Debt – it used to be a nasty word. Today it is certainly more commonplace. In fact, we Canadians have been embracing debt. Refinancing our homes, lines of credit, car loans, credit cards etc. etc. At Arbutus Financial, we believe debt, when used wisely, can be very useful in one’s financial plan. However, it can… Read more »

Investment Commentary – June 30, 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 summer. Global markets continue to march higher After a near bear market in the final three months of 2018, we have… Read more »

After Graduation Planning

At Arbutus Financial we are proud of the support we have provided to many families in helping our client’s children and grandchildren save and attend post-secondary education. What happens after graduation and how to establish good money habits is the focus of the video below. We have also included a link for a useful budgeting… Read more »

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 »