Balanced Planning

"We measure our success by the success of our clients."

Latest News from Balanced Planning

BC Budget 2019

Feb 22, 2019

BC Finance Minister Carole James delivered the province's 2019 budget update on February 19, 2019. The budget anticipates a surplus of $274 million for the current year, $287 million for 2020 and $585 million in 2021. The biggest announcements are: ● BC Child Opportunity Benefit ● Interest Free Student Loans

Comparing TFSA’s and RRSP’s – 2019

Feb 01, 2019

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

2019 Financial Calendar

Jan 01, 2019

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

Tax Planning Tips for End of 2018

Nov 30, 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.