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Category Archives: Uncategorized

Extended Health On Pre-Tax Income

A colleague once told me that as business owners, from a CRA perspective, we are given the keys to a Ferrari and yet we drive it like a compact car!  A Health Spending account is one of those powerful tools …

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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 …

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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 …

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Business Strategies event held for Naturopathic Doctors in the Okanagan

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

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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 …

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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 …

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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 …

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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 …

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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, …

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