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.
 

2022

Man reading tablet at home

January

Amplify Your Knowledge of Registered Savings Plans with These Five Helpful Articles

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Family at home

February

How to Choose Between a Fixed- and a Variable-Rate Mortgage

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Woman using laptop at home

March

Preparing for Tax Season: Three Changes to Watch for – and Four Strategies to Make the Most of Your Refund

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Family enjoying their vacation home

April

From Mortgages to Maintenance: What to Know Before Buying a Vacation Property

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Couple looking at expenses

May

Five Steps to Manage Your Finances as Inflation Soars

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Family moving into new home

June

What Rising Interest Rates Mean for Your Mortgage

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Family walking on the beach

July

Four Ways to Use Life Insurance and Annuities to Protect Your Wealth

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2021

Woman hiking in Garibaldi

August

Six Fall Tune-Up Tips for Your Portfolio

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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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Family on a beach in BC

October

How to Protect Your Wealth From the Unexpected

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Girl holding seedling

November

Tax-Efficient Strategies for Your Charitable Gifts

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Woman beside lake

December

2022 Financial Look Ahead: What Can We Expect in the New Year?

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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.