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Category Archives: BCNA Bulletin Articles

Mortgage or RRSP?

Housing is one of the hottest topics of conversation lately.  Housing is not only a necessity of life but also the most single largest investment for majority of Canadians.  Experts from various industries; urban planners, real estate developers, government, economists, …

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Simple Steps To Effective Retirement Savings

When talking to prospective patients or engaged in consultations you probably spend a lot of time clarifying what you do. People see NDs because they’ve heard good things about the profession, or have a friend who had good results. Regardless of the positive feedback, there’s still some …

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Considering Critical Insurance

My latest article CONSIDERING CRITICAL INSURANCE appears in the BCNA’s Summer issue.

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Attending Physician Statement – Your Role As A Physician

  Life and Health insurers often require medical information and attending physician statements (APS) in order to underwrite insurance applications. As an insurance advisor I have received enquiries from ND’s asking about the role and responsibilities as physicians in regard …

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TFSA or RRSP: It’s all about the tax

  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 Network, it’s all about the tax. First, let’s …

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Spring 2013 Transitioning Wealth to Your Heirs

Spring Article, Transitioning Wealth to Your Heirs

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Fall 2012 BCNA Advertisement

 

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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 …

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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 …

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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 …

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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 …

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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 …

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