Financial advice and strategies that fit your lifestyle


Each month, we explore a different topic and the potential impact it may have on your overall financial plan. Topics range from recent changes to key legislation, investment and estate planning strategies, money matters for your home, and tips for keeping your financial information safe.
 

2021

Girl holding seedling

November

Tax-Efficient Strategies for Your Charitable Gifts

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Family on a beach in BC

October

How to Protect Your Wealth From the Unexpected

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Couple hiking in forest

September

Thinking of Retiring Early? Here Are Five Ways to Make It Happen

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Woman hiking in Garibaldi

August

Six Fall Tune-Up Tips for Your Portfolio

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Row of townhomes

June

An Investor's Guide to Crowdfunded Real Estate

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Sailboat on the ocean

May

How to Prepare Your Finances for Higher Inflation

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People in art gallery

April

4 Fringe Investments That Have Soared During COVID-19

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Cherry blossoms on tree in Stanley Park

March

Considering an ETF? Here’s What You Need to Know

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Man working on laptop

February

What the GameStop Short Squeeze Means for Your Portfolio

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BlueShore Financial, Financial Advisor, David Lee

David Lee

Financial Advisor

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The information contained in this article/video was written by BlueShore Financial or one of our expert financial writers and was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. It is provided as a general source of information and should not be considered personal financial advice.