Investment Commentary – March 31, 2024
Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. The first few months of the year in investment markets have been strong. We want to share the following comments with you. Global markets stormed out of the gate in the first few… Read more »
Saving for a home using the FHSA
Buying a home can be a challenge for many young Canadians. If you feel that it’s getting harder to get into the housing market, you’re not imagining things. Fluctuations in house and condominium prices and interest rates can play a huge part in a first-time homebuyer’s ability to afford a home. The new Tax-Free First… Read more »
Do you know your money personality type?
February is Psychology month in Canada. It is celebrated every February to highlight the contributions of Canadian psychologists and to show Canadians how psychology works to help – people live healthy and happy lives, communities flourish, employers create better workplaces, and governments develop effective policies. In honor of psychology month – let’s dive into different… Read more »
Make the most of your RRSP
Tap into your RRSP’s full potential with these six tips. Contributing to a Registered Retirement Savings Plan (RRSP) is one of the most effective ways for Canadians to save for retirement. If an RRSP is part of your investment plan, here are some valuable suggestions you can take advantage of: Make it automatic With a… Read more »
12 tips to lower your tax bill in 2023
Most Canadians only think about their taxes when they file in March or April, but by then it’s often too late to take advantage of the many tax-saving opportunities out there. Minimizing the tax on your hard-earned income ins something you should pay attention to year-round. So what can you do today to lower your… Read more »
It’s Financial Literacy Month
For the Government of Canada’s Financial Literacy Month, this year’s campaign theme, Managing Your Money in a Changing World, considers our increasingly complex and constantly changing financial marketplace and the importance of checking up on your financial health, particularly as it relates to managing and paying down debt. More Canadians are carrying large debt burdens, which… Read more »
Arbutus Financial Services Welcomes Stephanie Hockin
VANCOUVER, BC, October 31, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and a proud partner of Navacord, welcomes Stephanie Hockin, CFP®, RRC®, as a Financial Planner and Retirement Specialist, effective October 16, 2023. Stephanie brings with her 30 years of experience in private banking, mortgage planning, and wealth management. In recent… Read more »
Investment Commentary – Sept 30, 2023
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 investment markets. What can we expect for the rest… Read more »
Do you know how to stay safe on Social Media?
It’s Cybersecurity Awareness Month. Cyber threats can be scary, and for good reason. Malware can be lurking in a suspicious email or image you get convinced to click. All it takes is one crack in the door of your network to let cybercriminals in. Security Hints & Tips Stay Safe on Social Media Many people… Read more »
Arbutus Financial Services Announces Partnership with Frank Allen Financial Group Inc.
VANCOUVER, September 8, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of The Frank Allen Financial Group, effective September 1, 2023. The Frank Allen Financial Group, a specialized and focused financial services firm based in Nanaimo, is pleased to be joining… Read more »