• Follow
  • Follow

P: (778) 516-5580  |   E: daveacheson@balancedplanning.ca

  • HOME
  • ABOUT
    • PARTNERS
    • Privacy & Terms of Use
  • SERVICES
    • TAX PREP
    • LONG TERM CARE
    • CHARITABLE GIVING
    • FAMILY BUDGET
    • LIFE STAGES
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
    • BUSINESS
      • Business Continuation
      • Business Succession
      • Executive Benefits
      • Group Benefits
  • RESOURCES
    • CALCULATORS
    • Request a Quote
  • INVESTMENT LOGIN
  • BLOG
  • CONTACT
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...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Dave Acheson | Aug 1, 2021 | 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...
What are the chances?

What are the chances?

by Dave Acheson | Oct 2, 2018 | Blog, Business Owners, disability, Family, Life Insurance, long term care

Did you know?Home Insurance: 1 out of 19,000 homes in Canada gets burned.Auto Insurance: 1 out of 2,742 car claimed are over $3,500.Optional Life Insurance: 1 out of 90 people die before age 70Mental Illness: 1 out of 14 get Alzheimer’s due to over...
Getting the best from a financial advisor

Getting the best from a financial advisor

by Dave Acheson | Jun 1, 2018 | Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, group benefits, health benefits, Individuals, Investment, Life Insurance, long term care, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account, travel insurance

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.What can your financial advisor help you with?...

Categories

  • 2019 Only
  • 2020
  • 2020 Only
  • 2021
  • 2022
  • 2022 Only
  • 2023
  • 2024
  • 2025
  • Accountants
  • Blog
  • Budget
  • Business Owners
  • Buy Sell
  • Center of Influences
  • Charitable Gifting
  • Charitable Giving
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Critical Illness
  • critical illness insurance
  • Debt
  • dental benefits
  • disability
  • disability insurance
  • Education
  • Employees
  • Estate Planning
  • Families
  • Family
  • farmers
  • Financial
  • financial advice
  • Financial Planning
  • Government Budget
  • group benefits
  • health benefits
  • incorporated professionals
  • Individuals
  • Insurance
  • Investment
  • Investments
  • Life Insurance
  • long term care
  • mortgage
  • Mortgages
  • Non-Registered Investments
  • OAS
  • pension plan
  • permanent insurance
  • personal finances
  • Professional Corporations
  • Professionals
  • RDSP
  • Registered Education Savings Plan
  • Retirees
  • Retirement
  • Retirement Planning
  • Retirement Savings
  • RRSP
  • Savings
  • Segregated Funds
  • Tax
  • Tax Free Savings Account
  • term insurance
  • TFSA
  • travel insurance
  • Uncategorized

Contact Us



daveacheson@balancedplanning.ca



(778) 516-5580



(778) 516-5582



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.

Currency Calculator

From USD
To CAD
Amount