Please Remove Your Life Jacket

February 15th, 2016

As the stock market has corrected over the last few weeks, investors are inquiring in one fashion or another about whether they are doing the right thing continuing to hold equities. Some question whether to liquidate US equities or sell all Canadian equities and move to cash. Others get directly to the point and ask […]

Read More

2015 Federal Budget Commentary

April 27th, 2015

Introduction The Federal Budget offers targeted tax reductions for small businesses, seniors, and families with children; increased spending for the military, public and national security, public transit, and for the Canada Revenue Agency (CRA) to address tax avoidance and evasion; and a $1.4 billion surplus in 2015–16 and small increases over the following years. Finance […]

Read More

Start 2015 on the Right Note – RRSP, RESP, and TFSA Contributions

January 7th, 2015

Pacific Spirit strongly encourages clients to contribute early to maximize the benefits of government plans including Registered Retirement Savings Plans, Registered Education Savings Plans, and Tax-Free Savings Accounts.   Registered Retirement Savings Plan (RRSP) Contributions 2014 RRSP Contributions Registered Retirement Savings Plan (RRSP) contributions must be made by March 2, 2015 to be deductible on […]

Read More

Tax Cuts and Benefits to Families

November 10th, 2014

On October 30, 2014, Prime Minister Stephen Harper proposed new tax relief and benefits for families effective for the years 2014 and 2015. The proposed new measures include: Increase and Expansion to the Universal Child Care Benefit (UCCB) As of January 1, 2015, parents will receive a benefit of $160 per month for each child […]

Read More

Just Getting Started – 20th Anniversary

October 7th, 2014

Pacific Spirit will be celebrating its 20th anniversary in a few days. One of the promises that we made to our early clients, and that we continue to adhere to today, is that we will not inundate you with newsletters or emails. We value your time and will only reach out to you if we […]

Read More