DAVE ACHESON, B. Comm, Hons., CFP

Experience, Knowledge, Discipline

“We measure our success by the success of our clients”

DAVE ACHESON, B. Comm, Hons., CFP

Balanced Planning

“We measure our success by the success of our clients”

Balanced Planning

“We measure our success by the success of our clients.”

Tax Prep

Helping achieve your financial goals through financial advice. 

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from Balanced Planning

Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following:

• Canada Workers Benefit.
• Claiming home office expenses.
• The tax deduction for zero-emissions vehicles.
• Return Of Fuel Charge Proceeds To Farmers Tax Credit.
• Eligible Educator School Supply Tax Credit.

Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:

• New transfer options associated with Bill C-208 for intergenerational transfer.
• New rules for employee ownership trusts.
• Changes to how the Alternative Minimum Tax is calculated.
• Improvements to Registered Education Savings Plans.
• Expanding access to Registered Disability Savings Plans.
• Grocery rebate.
• Deduction for tradespeople tool expenses.
• Automatic tax filing.
• New Canadian Dental Care Plan.

British Columbia 2023 Budget Highlights

British Columbia 2023 Budget Highlights

On February 28, 2023, the B.C. Minister of Finance announced the 2023 budget. We have highlighted the most important financial measures you need to know:

• Tax credit changes.
• Increases to the B.C Family Benefit.
• Carbon tax changes.
• Other important tax changes.
• Healthcare and housing spending.