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Real Estate or Investments?

Real Estate or Investments?

by Dave Acheson | Jul 30, 2019 | Blog, Family, Individuals, Investment, mortgage

One of the age-old financial quandaries asked of financial advisors is “shall I invest in property or funds?”. Predictably, the answer is not at all straightforward and depends on many factors, including your own financial style, personality and circumstances. Let’s...
BC Budget Highlights 2018

BC Budget Highlights 2018

by Dave Acheson | Feb 22, 2018 | Blog, Business Owners, corporate, Family, health benefits, Individuals, Investment, mortgage, Tax

BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020.Corporate and personal tax rates remain...
2018 Financial Calendar

2018 Financial Calendar

by Dave Acheson | Jan 1, 2018 | Blog, Family, Individuals, Investment, mortgage, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account

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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
104-13677 Rosedale Ave.
Summerland BC.
VOH 1Z5

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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