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How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War

by Angel Ho | Feb 4, 2025 | 2025, Blog, Government Budget, tax

Explaining the US–Canada Trade WarWhat Is It All About?The US–Canada trade war has far-reaching implications for every Canadian, affecting everything from the cost of groceries to the stability of our economy. The US–Canada trade war refers to the series of tariff...
2025 Financial Calendar

2025 Financial Calendar

by Angel Ho | Jan 1, 2025 | Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Angel Ho | Dec 4, 2024 | 2024, Blog, business owners, financial planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
2024 Personal Year End Tax Tips

2024 Personal Year End Tax Tips

by Angel Ho | Dec 2, 2024 | 2024, Blog, financial planning, individuals, tax

The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Angel Ho | Jul 31, 2024 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Angel Ho | Jun 30, 2024 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
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Recent Posts

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We work with Canadians preparing for or living in retirement to build integrated plans designed to grow wealth, minimize taxes, and preserve family assets.

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Richmond, BC, V6X 3M1
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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