Peace of mind through financial confidence

AFS Insights: Individual Services

Investment Commentary – March 30, 2021

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. An amazing time in our world with Covid-19 and volatile investment markets.  We want to share the following comments with you. A year after the pandemic low, the economy is set to surge. March… Read more »

How much do you know about Fraud Prevention?

Every year, thousands of Canadians fall victim to fraud. Most people don’t think it could happen to them, but fraudsters increasingly use sophisticated methods to target people from all walks of life. More and more of these schemes are being attributed to organized crime. The impact on individuals, families and businesses is devastating – retirement… Read more »

Here’s what you need to know about the 2020 Tax Season

Even with the turbulence of the past year, you can count on one thing always being there. Taxes. This tax season you may be wondering how things will be different due to the COVID-19 pandemic, especially if you ended up working from home. We have your answers! Read on to see what to expect for… Read more »

Did you know the RRSP deadline is March 1st?

3 important dates to put in your personal finance calendar Jan. 1: TFSA contribution limit extension Tax-free savings account holders can start the New Year by contributing another $6,000 to their TFSAs. If you withdrew money from your TFSA in 2020, that contribution space can also be reclaimed. The CRA provides personal individual limits in… Read more »

Bell Let’s Talk Day

COVID-19 has affected every aspect of our lives, including our mental health. According to the Canadian Mental Health Association, 38% of Canadians say their mental health has declined due to COVID-19, and people already struggling with their mental health were 2 times more likely to say their mental health has declined due to the pandemic…. Read more »

Investment Commentary – December 31, 2020

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 2021. 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 »

Week 4 is Life Events Basics

Financial Literacy Month is almost over! As we enter the last week of the month, here is the last back to basics topic for you. We hope you’ve enjoyed this as much as we have! Week four is Life Events Basics: Financial literacy hits close to home when major life events are involved. Explore the… Read more »

Week 3 is Planning Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week three is Planning Basics: Lay the groundwork for smart financial planning with insights into topics like… Read more »

Week 2 is Buying Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week two is Buying Basics: A wide variety of information on how to make smarter purchases –… Read more »

Week 1 is Money Basics

It’s Financial Literacy Month! All month long we will be updating you with different topics to focus on, all on getting back to basics. Advocis has a wealth of information on each topic that we hope you’ll enjoy! Week one is Money Basics: The fundamentals of how to be smarter with your money, including information… Read more »