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Entries by CorePlan Financial Inc.

The Difference between Segregated Funds and Mutual Funds

June 3, 2019 in blog, Business Owners, Family, Retirees /by CorePlan Financial Inc.

Segregated Funds or Mutual Funds? What’s the difference?

Financial Advice

May 1, 2019 in blog, Estate Planning, Family, Individuals, Retirees /by CorePlan Financial Inc.

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

Importance of a Buy-Sell Agreement

April 2, 2019 in blog, Business Owners, Buy Sell /by CorePlan Financial Inc.

Working as a partnership between 2 or more individuals is never an easy task, and the situation only gets more complicated when one or more of them exits the business. Protecting not only the business, but your personal interests, as well as your family’s future are very important objectives for any business owner, and should not be overlooked.

2019 Federal Budget

March 21, 2019 in 2019 Only, blog, Business Owners, corporate, disability, Individuals, Investment, pension plan, Retirees, tax /by CorePlan Financial Inc.

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Why You Should Consider Critical Illness Insurance

March 1, 2019 in blog, Critical Illness /by CorePlan Financial Inc.

There are no perfect answers in the area of your personal finances, but if you are looking for an option that has the potential to offer you a real sense of peace of mind to secure the financial future of you and your family, critical illness insurance is certainly an interesting avenue to explore.

BC Budget 2019

February 22, 2019 in blog, Family /by CorePlan Financial Inc.

BC Finance Minister Carole James delivered the province’s 2019 budget update on February 19, 2019. The budget anticipates a surplus of $274 million for the current year, $287 million for 2020 and $585 million in 2021.
The biggest announcements are:
● BC Child Opportunity Benefit
● Interest Free Student Loans

RRSP Tax Savings deadline – March 1, 2019

February 22, 2019 in blog, Family, Individuals, Investment, Retirees, RRSP /by CorePlan Financial Inc.

If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!

Comparing TFSA’s and RRSP’s – 2019

February 1, 2019 in blog, Family, Individuals, Investment, Retirees, RRSP, tax, Tax Free Savings Account /by CorePlan Financial Inc.

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

RRSP Deposit vs. Mortgage Repayment

January 1, 2019 in blog, Family, Individuals, Investment, mortgage, Retirees, RRSP, tax /by CorePlan Financial Inc.

Determining whether to contribute to an RRSP or pay down a mortgage has always been a great debate, for each have their advantages.

2019 Financial Calendar

January 1, 2019 in blog, Business Owners, corporate, Individuals, Investment, RRSP, tax, Tax Free Savings Account /by CorePlan Financial Inc.

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!