News & Resources

News

You may find these links useful to learn about Financial Planning and Wealth Management. If you’d like to be on our mailing list for Financial Planning and Wealth Management articles from Pacific Spirit, or have any other inquiries, please Contact Us.

2024 Federal Budget Review

May 13th, 2024

This is our summary of the highlights from the 2024 Federal Budget. Pay particular attention to the changes in the Capital Gains Inclusion Rate that will become effective June 25, 2024.

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First Home Savings Account: A Tax Gift from Ottawa

August 31st, 2023

The First Home Savings Account (FHSA) is designed to help first-time home buyers save $40,000.00 or more towards the purchase of a home.

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You’ve Gotta Have Faith

July 11th, 2023

We are more delighted than usual to report to you at midyear on the events of the last six months, and on the progress of our long-term journey. But first, as always, a brief review of our principles.

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Resources

Code of Ethics and Standards of Professional Conduct (CFA Institute)

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Conflicts of Interest Disclosures

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