Back to school…

September…. Wine is the divine juice of September. ~ Voltaire   Hi everyone, The endless summer continues – hot and dry!!  It’s been a fantastic few months but I think we’re all ready for a little rain.  Here is a rough calendar for the Fall: RRSP / RRIF drawdowns; we’ll be in touch through October / November…

Wow it’s hot…

Hi everyone, Wow it’s hot and dry!  For those of us in BC, we’ve had nearly three months without any significant rainfall.  Check out this link to the BC Drought Information Portal for more information on the current situation.  I came across this interesting article on the recent ‘heat’ on the Guardian.  It certainly puts…

It was June…

“It was June, and the world smelled of roses. The sunshine was like powdered gold over the grassy hillside.” ~ Maud Hart Lovelace   Hi everyone, Many people have social media (Facebook, Instagram, Tik Tok, YouTube, WhatsApp etc) accounts but have you ever thought about what happens to these accounts when you die?  Many of…

May Days…

All things seem possible in May ~ Edmund Way Teale Well, tax time is over which is always a nice feeling!  Spring is in full swing and it is nice to have some warmth and those light evenings once again. A few weeks ago, the new First Home Savings Account was launched.  Most institutions do…

Tax Time

First of all, some welcome and unexpected news: Pauline is coming back to work at the office*. She decided the snow and cold of Newfoundland is not for her! We’ll have an update on this in short order. When I’m not meeting with clients or reviewing planning and investments with Terran, I am reading —…

February blahs….

February blahs…. I don’t know about you but I am ready for some sun and spring!  Only another month or so until the clocks change (hopefully for the last time) and we get some light back in the evenings. Our survey results are coming in and we should have the results tabulated in a few…

Happy ‘23!

Happy ‘23! We wish you a safe, happy and prosperous year. Well, here we are at the start of another year! Where does the time go? First of all, thank you very much to those of you who voted for us in the Comox Valley Reader’s Choice Awards. We were thankful to be voted #1 again.…

Merry Christmas & Happy Holidays…

It’s been a strange year.  We’ve been happy to see people in person again after a two years of virtual meetings.  Zoom and Facetime are useful but don’t compare to a real smile and a hug!  Hopefully we’ll continue the trend toward normalcy in 2023.  We’re in year-end tidy up mode for the couple weeks before…

November…

For me, November is a big month! Lots of birthdays, Remembrance Day and the eventual transition to the Christmas season. This year it seems like we went from summer to winter in a matter of a week – we’re in November already!! This Fall, I’ve had a lot of meeting with clients who are working…

Oktoberfest!

October has arrived and for many of us that means the start of a new NHL season!  Our teams are off to a fresh start, full of promise and potential.  Could this be the year of the Canucks?  My Dad says he has one major wish left in life and that is to see them…