As a CERTIFIED FINANCIAL PLANNER® professional I offer you the following services:

Individually Tailored Financial Planning
Lifestyle Planning: How to balance your dreams of today with your goals of the future
Retirement Planning: Investments, RRSPs, RRIFs, Pensions
Strategies: Pension Maximizer, Mortgage Calculator
Income Protection*: Disability, Life Insurance*, Critical Illness Insurance
Estate Planning: Life Insurance
Children’s Education: In Trust Accounts, RESPs
Small Business: Group RRSPs, Group Insurance*, Buy/Sell Insurance*, Private Health Plans*
Analysis of your investment style and needs
Ongoing support and follow-up
Quarterly Newsletters
Private Health Services Plans* (PHSP) for Small Business
Portfolio See your Portfolio here »

If you operate a small business and incur health related expenses, you NEED a Private Health Services Plan!

A PHSP is a vehicle that allows all medical/dental expenses to run through your business, where they become 100% deductible.  This is a smart and efficient tool that does not involve costly insurance premiums.  The process transfers such expenses from after-tax personal dollars to pre-tax business dollars, resulting in significant savings. 

What's New?

If you’re planning on traveling outside of British Columbia then don’t forget to get your travel insurance. Contact Bettina for more details.