Peace of mind through financial confidence

AFS Insights:

Do you know what’s in a fraudster’s toolbox?

Fraud Prevention Month is an annual campaign that seeks to help you recognize, reject and report fraud. This year’s theme, Tricks of the trade: What’s in a fraudster’s toolbox? will help Canadians recognize the increasingly sophisticated tricks and tools scammers use to entrap victims. Protect your business from fraud – what Canadian businesses should watch… Read more »

Tomorrow is International Women’s Day

For International Women’s Day and beyond, let’s all fully #EmbraceEquity. Equity isn’t just a nice-to-have, it’s a must-have. The aim of the IWD 2023 #EmbraceEquity campaign theme is to get the world talking about Why equal opportunities aren’t enough. People start from difference places, so true inclusion and belonging require equitable action. Encourage and rally… Read more »

Do you know how to help prevent bullying?

Pink Shirt Day is Wednesday, February 22. Bullying is not a normal part of growing up. BUILD SELF-ESTEEM. Value your child’s contributions and achievements. If they are socially isolated at school, get them involved in community activities. Teach your child that if they see someone being bullied, THEY SHOULD NOT WATCH, LAUGH OR JOIN IN…. Read more »

Not sure where to invest?

TFSA vs RRSP: which should I contribute to? With a tax-free savings account (TFSA) available for saving in a tax-free environment, does it still make sense to contribute to a registered retirement savings plan (RRSP)? Tax-Free Savings Account (TFSA) – The TFSA program began in 2009. It is a way for individuals age 18 or… Read more »

Bell Let’s Talk Day is Tomorrow

  Bell Let’s Talk Day is Wednesday, January 25. We are joining in and committing to take meaningful action to create positive change. Since 2011, Canadians and people around the globe have joined in the world’s largest conversation around mental health on Bell Let’s Talk Day. Together we have taken big steps to reduce the… Read more »

Investment Commentary – December 31, 2022

Happy New Year to you and your family! We hope you have enjoyed a great holiday season, and we wish you and your family all the best in 2023. As we embark on a New Year we want to thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and… Read more »

Arbutus Financial Services Announces Partnership With Bewley & Coltman

VANCOUVER, BC, November 23, 2022 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of Bewley & Coltman, effective November 15, 2022. Bewley & Coltman is an established boutique financial services firm based in Victoria, providing investment and insurance solutions, tax and estate… Read more »

November is Financial Literacy Month

During the month of November, financial services organizations throughout Canada participate in Financial Literacy Month. Advocis, the Financial Advisors Association of Canada, has created this website to help Canadians and their families achieve their financial goals. 5 Financial Indicators Every Entrepreneur Should Monitor Proper financial management is crucial because it allows you to make timely,… Read more »

Investment Commentary – September 30, 2022

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it.  We hope you and your family are doing well and had a wonderful Thanksgiving.  We want to share the following comments with you about the investment markets. What can we expect for the… Read more »

Five Tips to Shrink Your Grocery Bill – and Your Financial Stress

The price of groceries is climbing, and it’s a big source of stress for Canadians from all walks of life. Here’s how to cope.If your bills have made you anxious recently, you’re not alone. Everything – from housing to gas and groceries – is more expensive these days, and it’s causing no shortage of stress…. Read more »