Monthly Archive for: ‘May, 2012’

  • Prospect Lake Soccer Team

    Proud Sponser of the Prospect Lake Soccer Team U15/16 Boys –  They beat out the Gorge and Bays United to move up to the Metro Level next year. What a great accomplishment for these guys!  

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  • Estate planning for the senior investor.

    When we get older, how our financial assets will be dispersed when we pass away is the last thing we want to worry about. Will the money go to the people I want it to? Will my allocation cause disputes among family members? Will probate …

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  • Womens Show 2012

      Thank you to the West Shore Chamber for hosting such a great event!

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  • BC Childrens Hospital Foundation

    I am proud sponser of the BC Childrens Hospital Foundation.  This was a charity poker event, I’ve never played poker before and I had so much fun.   

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  • New Pension Requirements Coming Soon

    Attention Small Business Owners It is estimated that 7.5 million Canadians do not have Pension Plans. PRPP’s ( Pooled Registered Pension Plans) the federal government has taken another step toward launching Canadians’ newest pension option. Tailored to meet the needs of small business owners and …

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Prosperity Planning. Insurance provided through Financial Horizons.