by Dave Acheson | Sep 1, 2026 | Blog, Business Owners, group benefits, health benefits, incorporated professionals
What to Look for in a Group Benefits Provider (and How We Help Employers Get It Right)If you’re reviewing your group benefits plan—or starting one for the first time—you’ve likely realized how overwhelming it can be to compare providers. At our firm, we work with...
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...
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...
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...
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...
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...
by Dave Acheson | Mar 2, 2026 | 2026, Blog, Tax
Staying informed about financial limits and government benefits is essential for effective planning. The 2026 Canada Money Facts infographic provides a clear snapshot of key savings limits and retirement benefits, including TFSA, RRSP, FHSA, RESP, CPP, and OAS. Here’s...
by Dave Acheson | Feb 19, 2026 | 2026, Blog
On February 17, 2026, the B.C. government released its 2026 budget, projecting deficits of $9.6 billion for 2025–26 and $13.3 billion for 2026–27. The plan raises revenue through income tax increases, broader PST, and property tax changes. Most people will notice...
by Dave Acheson | Feb 2, 2026 | 2026, Blog, Investment, RRSP, Tax Free Savings Account
Tax-Free Savings Account vs Registered Retirement Savings Plan When it comes to saving in a tax-efficient way, Canadians often ask the same question: Should I use a TFSA or an RRSP?Both accounts offer valuable tax advantages, but they work differently — and the...
by Dave Acheson | Dec 31, 2025 | 2026, Blog, Family, Financial Planning, personal finances, RRSP, Tax, Tax Free Savings Account
Welcome to our 2026 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...
