After Graduation Planning
At Arbutus Financial we are proud of the support we have provided to many families in helping our client’s children and grandchildren save and attend post-secondary education. What happens after graduation and how to establish good money habits is the focus of the video below. We have also included a link for a useful budgeting… Read more »
Tax Planning For U.S. Citizens Living In Canada
A number of our clients carry U.S. citizenship and live in Canada. This results in greater complexity regarding both U.S. and Canadian tax planning. They are very aware of the growing complexity (and likely their growing frustration also). Read on to learn about five common traps for U.S. citizens living in Canada… U.S. citizens living… Read more »
Make a Will Week
It was Make a Will week in British Columbia April 7th-13th and at Arbutus Financial we want to encourage and support you in doing so. This is a very important aspect of planning and managing your financial affairs. Click on the following link to learn more about Will planning. There are some great resources listed… Read more »
BC Budget At A Glance
Recently, the BC government announced their latest budget. The following is a good overview of the key areas that impact our fellow British Columbians. We welcome any feedback and discussion on how the budget will affect your family. (For our clients outside of British Columbia, we appreciate your indulgence on this topic) __________________________________________________________________________________ Budget at… Read more »
Know These Essential Rules for How Long Canadian Snowbirds Can Stay in the U.S.
By David Altro , B.A., J.D., D.D.N., F.Pl., TEP Feb 12, 2018 David is a Florida Attorney & Canadian Legal Advisor focusing on cross border tax, estate planning and real estate for high net-worth individuals. He is the managing partner of Altro LLP, which he founded in 1988 and has offices in Canada and the US…. Read more »
Canada Pension Plan Enhancement
Starting in 2019, the Canada Pension Plan (CPP) will be gradually enhanced. This means you will receive higher benefits in exchange for making higher contributions. The CPP enhancement will only affect you if, as of 2019, you work and make contributions to the CPP. Please click here to read more. If you’d like to discuss this topic… Read more »
NEI your Portfolio and the Planet
With a growing global population the world will need 50% more food, 30% more fresh water and 50% more energy by 2030*. We are frequently facing questions of how to include companies in our client portfolios that are innovating to meet these global needs. One of our partners is NEI Investments and the Environmental Leaders… Read more »
Recent Market Volatility
After a period of relative calm in the markets, recently the increase in volatility in the stock market has resulted in renewed anxiety for many investors.
How to Help Your Kids Achieve Financial Independence
“Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.” – Chinese proverb The same principle applies with your kids and money. By teaching your kids how to manage their money, you’re preparing them to be self-sufficient when it comes to… Read more »
Charitable Giving Series: Part 3
Michael and Linda, 61 and 57, are empty nesters approaching retirement. Michael is a successful entrepreneur who will be finalizing the sale of his business later this year for cash. Linda is a VP at a company she has worked at for 20 years, since its startup days, and she owns shares in the company… Read more »