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Category: individuals

SIX IMPORTANT REASONS TO HAVE A WILL

July 1, 2018Blog, Estate Planning, Family, individualsMaclean Rowe

It has been said that a Will is the last message you will leave your family. Having a Will can provide clear direction as to what your wishes are and who will get what. Die without a Will (known as dying intestate) and chaos will likely be the result. Having a Will allows you to provide for certainty instead of chaos.

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Why an advisor makes a difference in net returns over DIY investors

April 1, 2018Blog, Business Owners, individuals, InvestmentMaclean Rowe

It’s a common question in recent times, especially in an age when technology and algorithms can make decisions at a fraction of the cost. Is it worth it to hire a financial advisor? Or is it better to save the fees and go for a DIY strategy?
It depends who you ask but there are many – often not so obvious – factors that could make a difference to your net returns when putting your trust in a financial advisor.

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2018 Federal Budget Highlights for Families

March 4, 2018Blog, disability, Family, individuals, Investment, taxMaclean Rowe

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

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BC Budget Highlights 2018

February 22, 2018Blog, Business Owners, corporate, Family, health benefits, individuals, Investment, mortgage, taxMaclean Rowe

BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020.

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RRSP Deadline is March 1, 2018. How much tax can you save?

January 27, 2018Blog, Family, individuals, Investment, RRSP, taxMaclean Rowe

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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A Lifetime Gift for Your Grandchildren

December 1, 2017Blog, Family, individuals, Life Insurance, Retirees, taxMaclean Rowe

If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance.

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Recent Posts

  • Life Insurance – Do You Buy, Rent, or Borrow?
  • Private Health Spending Plans for the Owner/Operator Business
  • Canada Pension Plan – Should You Take it Early?
  • Optimizing Wealth Through Asset Re-Allocation
  • Get Your Corporate Dollars Doing Double Duty

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Contact Us

Gaire Maclean
Certified Financial Planner & Investment Fund Advisor_ Investia Financial Services Inc.

Tel: (604) 683-2044 
Email: gaire@macleanrowefinancial.com

Tannis Rowe
Certified Financial Planner & Investment Fund Advisor_ Investia Financial Services Inc.

Tel: (604) 683-2044 
Email: tannis@macleanrowefinancial.com

#1810 – 1075 West Georgia Street
Vancouver, British Columbia
V6E 3C9

info@macleanrowefinancial.com

Latest Posts

  • Life Insurance – Do You Buy, Rent, or Borrow?
  • Private Health Spending Plans for the Owner/Operator Business
  • Canada Pension Plan – Should You Take it Early?
  • Optimizing Wealth Through Asset Re-Allocation
  • Get Your Corporate Dollars Doing Double Duty

About

MacLean Rowe Financial’s “Boutique” approach to financial advice affords clients with the individual attention they deserve to achieve their goals and objectives.
Insurance products are offered through our managing general agency. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
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