img
Newer posts →

What does RICH mean to you?

  At the annual CustomPlan Financial meeting I had the privilege to reconnect again with Robert M. Gignac and hear him speak about personal finance.             I also got his book Rich is a state …

Continue reading

Posted in FINANCIAL LITERACY | Tagged , , , , , , | Comments Off on What does RICH mean to you?

The Wisdom behind Saving

Last week at the annual CustomPlan Financial meeting I had the privilege to reconnect again with Robert M. Gignac and hear him speak about personal finance. I also got his book Rich is a state of Mind.   I love …

Continue reading

Posted in FINANCIAL ADVICE | Tagged , , , , | Comments Off on The Wisdom behind Saving

How NOT to overspend this holiday season

Even if you don’t celebrate Christmas it’s hard to get away without spending money on a holiday or ‘extras’ this coming season like food and wine. According to RBC Canadian Consumer Outlook Canadians plan to spend an average of $1192.50 …

Continue reading

Posted in BUDGETING | Tagged , , , , , | Comments Off on How NOT to overspend this holiday season

4 COMMON LIFE INSURANCE MISTAKES

Life insurance is one of the most important purchases you will ever make. Life insurance is about taking care of your loved ones when you’re gone and while it’s not the easiest thing to think about, it is important that …

Continue reading

Posted in FINANCIAL LITERACY | Tagged , , , , , | Comments Off on 4 COMMON LIFE INSURANCE MISTAKES

November is Financial Literacy Month – are you financially literate?

In this excellent article in The Vancouver Sun titled ‘Climbing a Mountain of Debt’ by Yvonne Zaccharias we learn that Statistics Canada reported in September that the ratio of household debt to household income hit a record high of 163.4% …

Continue reading

Posted in FINANCIAL LITERACY | Tagged , , , , , , , | Comments Off on November is Financial Literacy Month – are you financially literate?

UPCOMING EVENTS NOVEMBER 2013

I’ll be in Kelowna hosting a BREAKFAST on Saturday November 16 to talk about how BCNA members can target their retirement with the new BCNA Group Savings Plan. then I’ll be in Nanaimo on Saturday November 30 for further details …

Continue reading

Posted in Uncategorized | Comments Off on UPCOMING EVENTS NOVEMBER 2013

Are YOU on track to achieving your retirement goals? Still unsure about the differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? According to Alfred Roissl, a Toronto-based managing director with Desjardins Financial Security Independent …

Continue reading

Posted in Uncategorized | Tagged , , , , , | Comments Off on

Spring 2013 Transitioning Wealth to Your Heirs

Spring Article, Transitioning Wealth to Your Heirs

Posted in BCNA Bulletin Articles | Comments Off on Spring 2013 Transitioning Wealth to Your Heirs

Business Strategies event held for Naturopathic Doctors in the Okanagan

Business Strategies – January 18,2013 for Okanagan ND.s

Posted in Uncategorized | Comments Off on Business Strategies event held for Naturopathic Doctors in the Okanagan

Naturopathic Approaches to a Toxic World

February 2, 2013 Boucher Institute of Naturopathic Medicine held its 3rd Annual Symposium at the Marriott Pinnacle on Saturday, February 2, 2013. “Naturopathic Approaches to a Toxic World “ was the focus of the event. The concern of high exposures …

Continue reading

Posted in Uncategorized | Comments Off on Naturopathic Approaches to a Toxic World

Fall 2012 BCNA Advertisement

 

Posted in BCNA Bulletin Articles | Tagged , | Comments Off on Fall 2012 BCNA Advertisement

ANM10 at the Vancouver Convention Center 2012

SB Wealth Solutions 2nd year as an exhibitor sponsor at the BCNA convention, Advancing Naturopathic Medicine 10. This event was well attended and clearly a success! The Money Tree captured the interest of many. Comments from attendees, including ND’s in …

Continue reading

Posted in Uncategorized | Tagged , | Comments Off on ANM10 at the Vancouver Convention Center 2012

Fall 2012 Are you treating a patient with a long-term disability?

Patients suffering from a severe and prolonged impairment may qualify for a Government of Canada grant program. The Canada Disability Savings Grant (CDSG) is for eligible disabled person 49 years and under. The purpose of the program is to provide …

Continue reading

Posted in BCNA Bulletin Articles | Tagged , , | Comments Off on Fall 2012 Are you treating a patient with a long-term disability?

Health and Welfare Trust Plans

Health & Welfare Trust is a CRA approved plan for business owners to deduct healthcare expenses for their employees. Health Spending Account (HSA) is a bank account used by incorporated companies to provide health care dollars for these benefits. Private …

Continue reading

Posted in Uncategorized | Comments Off on Health and Welfare Trust Plans

Spring 2012 Financial Planning: Saving $$

There are a few money saving strategies that are not commonly discussed. I would like to share two real-life examples that I have recently encountered. One is for business owners and the other is for a family. The first involves …

Continue reading

Posted in BCNA Bulletin Articles | Tagged | Comments Off on Spring 2012 Financial Planning: Saving $$

Money Tree at Boucher Symposium

MONEY seems to attract everyone’s attention. Last Saturday, Feb 4, we were a key sponsor for the Boucher Institute’s Symposium & Alumni Reception held at the Marriott Pinnacle. We decided to create a colorful MONEY TREE. The buzz around the …

Continue reading

Posted in Uncategorized | Comments Off on Money Tree at Boucher Symposium

Winter 2011 Financial Planning Checklist: RRSP vs TFSA

Planning for retirement starts with the basic principle of setting aside money for the future. The concept is simple, however the practice and practicality of applying it, is not easy. There are numerous statistical data reporting that many Canadians are …

Continue reading

Posted in BCNA Bulletin Articles | Tagged , | Comments Off on Winter 2011 Financial Planning Checklist: RRSP vs TFSA

Summer 2011 Financial Planning: Reducing Risk with Insurance

In this new world, where technology is advancing at an unprecedented pace, social media continues to expand. An immediate response to all forms of communication is expected. Managing change is essential to security and prosperity. Effective financial planning, therefore, becomes …

Continue reading

Posted in BCNA Bulletin Articles | Tagged | Comments Off on Summer 2011 Financial Planning: Reducing Risk with Insurance

Spring 2011 Financial Planning: Effective Management of your Practice

In the early years of a business practice, most of us spend the majority of our time learning to survive. Many naturopathic doctors graduate with extensive student loan debt, must absorb the mandatory costs of setting up a practice, and …

Continue reading

Posted in BCNA Bulletin Articles | Comments Off on Spring 2011 Financial Planning: Effective Management of your Practice

My first blog post

I think we can all recall “firsts” in our lives that proved inspiring or significant which brought change to the direction we opted to follow. Well, this being said, I hope my 1st “blog” will transform a memory in time, …

Continue reading

Posted in Uncategorized | Comments Off on My first blog post Newer posts →