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Corporate Life Insurance Planning

Corporate Life Insurance Planning

by Dave Acheson | Aug 6, 2026 | Blog, Business Owners, Insurance, Life Insurance, Professional Corporations

Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by Dave Acheson | Jun 30, 2026 | Blog, Insurance, Investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Dave Acheson | Jun 1, 2026 | 2026, Blog, Insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
What Is Life Insurance and How Does It Work?

What Is Life Insurance and How Does It Work?

by Dave Acheson | May 1, 2026 | Blog, Estate Planning, Family, Life Insurance

What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

by Dave Acheson | Apr 1, 2026 | 2026, Blog

Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
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Contact Us

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daveacheson@balancedplanning.ca

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(778) 516-5580

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(778) 516-5582

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Balanced Planning
144 4400 McLean Creek Road
Okanagan Falls, BC, V0H 1R6

About Us

Dave looks at all aspects of a client’s financial circumstances. This can range from debt reduction, disability, health and life insurance needs to specific goal planning, such as educational savings (RESPs), retirement planning and of course investment planning and asset allocation.

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