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Renewing Your Group Benefits Plan

Renewing Your Group Benefits Plan

by Dave Acheson | Dec 2, 2024 | Blog, Business Owners, group benefits, health benefits, incorporated professionals

When it’s time to renew your organization’s group benefits plan, it’s a chance to step back, take a close look, and ensure everything still makes sense for your team and budget. Each year, your provider will review past claims and usage to help adjust coverage and...
Protecting Key Talent using Group Benefits

Protecting Key Talent using Group Benefits

by Dave Acheson | May 1, 2024 | Blog, Business Owners, dental benefits, group benefits, health benefits

Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of any organization. A...
Exploring the Value of Group Benefit Plans for Your Employees

Exploring the Value of Group Benefit Plans for Your Employees

by Dave Acheson | Mar 4, 2024 | Blog, Business Owners, group benefits, health benefits, incorporated professionals

In today’s ever-evolving workplace landscape, employees place a premium on several key factors: 1. Alignment with employer values, especially sustainability. 2. Achieving a harmonious work-life balance. 3. Assistance in coping with the rising cost of living...
Understanding Target Loss Ratio and Your Group Benefits Plan

Understanding Target Loss Ratio and Your Group Benefits Plan

by Dave Acheson | Oct 3, 2023 | Blog, Business Owners, financial advice, Financial Planning, group benefits, health benefits

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...
Retirement Planning

Retirement Planning

by Dave Acheson | Aug 1, 2023 | Blog, Family, health benefits, Life Insurance, Retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Dave Acheson | May 1, 2023 | Blog, Business Owners, corporate, health benefits, Life Insurance, long term care, pension plan, RRSP, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
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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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