Taking Care of Your Future.

News Grid

Cindy featured in Business in Vancouver Retirement Ready Magazine 2018

The federal government has introduced changes that will affect how you save for retirement. Are you ready? Look for Cindy’s article in Business in Vancouver’s Retirement Ready 2018 magazine. Download the article here.                 Click here for a link to the magazine!

Structured Settlements

A structured settlement is a payment to an individual for injury or death. They are approved by CCRA to be tax free income to the recipient. Funds are protected from creditors, cannot be assigned, commuted or transferred so that the income stream is available for life. Clients need to deal with “approved” advisors in order […]

Cindy is the Top Individual Fundraiser for JDRF Ride to Defeat Diabetes!

Personally being diagnosed with type 1 diabetes (T1D), I’ll do anything in my power to help find a cure so that young people do not have to deal with this very serious disease. I’m so proud to announce that I have been named the top individual fundraiser for this year’s event! In addition to the $5,855.50 […]

26th CALU Annual General Meeting (AGM)

One of the key highlights of CALU membership is the opportunity to attend the annual meeting, held each May in Ottawa. Regularly attended by more than 400 CALU members, main platform and workshop sessions feature top Canadian and international subject-matter experts who provide updates on the application and marketing of financial products and services in […]

Update on the Genetic Testing Bill

In case you haven’t heard, the Genetic Testing Bill has been passed by the House of Commons. However, the federal government subsequently announced its plans to refer the Bill to the Supreme Court of Canada (SCC) to determine if it is constitutional. A ruling by the SCC on this issue is expected to take a […]

Small Biz Advisor – Financial wellness programs work best on a one-on-one basis

Well-meaning companies spend a lot of time, money and effort on employee wellness programs. But counting calories, climbing stairs or chanting can be a challenge for people psyched about money matters. For a happier, healthier and more engaged workforce, employers need to acknowledge and address the connection between financial and overall wellbeing. Click here to […]

2017 BC Budget Highlights

Check out our highlights of the proposed measures of B.C.’s 2017 Budget here. For more information, please see the BC Budget website.

Cindy currently at the CALU Board of Directors Meeting in Ottawa

About the Conference for Advanced Life Underwriting (CALU)   CALU Vision Leadership in advocacy and innovative advanced planning solutions. CALU Mission CALU educates and mentors members and influences government tax policy and legislation for the benefit of its members and their clients.   Click here for some facts about CALU. Read FORUM Magazine’s article highlighting […]