Insights | Bogress Financial Group

Bank Sold Mortgage Insurance vs. Personally Owned Life Insurance: Understanding the Difference

Bogress Financial Group

Jun 7
3 min

Bank Sold Mortgage Insurance vs. Personally Owned Life Insurance: Understanding the Difference

When it comes to protecting our loved ones and our financial obligations, insurance plays a vital role. Two common forms of insurance...

RRSPs - What are they? Should I contribute?

Bogress Financial Group

Feb 16
2 min

RRSPs - What are they? Should I contribute?

If you're looking for a way to save for your retirement, you might want to consider investing in a Registered Retirement Savings Plan...

Bogress Financial Group

Nov 17, 2022
5 min

The Mystery of Canada Pension Plan

You have been contributing for many years, but do you know what you will get? For Canadians at or nearing retirement, the Canada/Quebec...

Bogress Financial Group

Aug 25, 2022
2 min

Charitable Giving with Life Insurance

A gift of life insurance can benefit your favourite charity or non-profit in a way that could go beyond your wildest dreams. Here's the...

Thinking Ahead - Estate Planning Essentials

Bogress Financial Group

May 27, 2022
7 min

Thinking Ahead - Estate Planning Essentials

You know you should do it, but it’s a tough reality to face. Estate planning is a process that many people put off, and you’re certainly...

Bogress Financial Group

Apr 25, 2022
4 min

Preparing for Market Volatility

Think about time in the markets – not timing the markets – that can help achieve your financial goals. Stock market volatility can make...

Bogress Financial Group

Apr 13, 2022
7 min

2022 Canadian Federal Budget Update

Last week Canada's finance minister released her second budget. While there seems to be omptimism surrounding the reopening of the...

Bogress Financial Group

Apr 5, 2022
1 min

Financial Readiness Quiz

Take this quiz to see how healthy your financial habits are and what areas could use some improvement. Then, talk to your advisor to...

Bogress Financial Group

Mar 31, 2022
2 min

Time to Get Organized!

Ensure loved ones can find your important information in case of an emergency. No one likes to think about it, but if something happened...

How to Prepare for your first Financial Meeting

Bogress Financial Group

Mar 29, 2022
5 min

How to Prepare for your first Financial Meeting

“Every journey begins with a single step” is a popular phrase because it relates to so many milestones that people encounter in life....

Employee Benefits Case Study 1: How Valuable Is A Second Opinion?

Bogress Financial Group

Jan 26, 2022
2 min

Employee Benefits Case Study 1: How Valuable Is A Second Opinion?

Employee benefits are not inexpensive, in fact, they can be quite the opposite. Even if you have the best plan design for your company,...

Bogress Financial Group

Jan 19, 2022
4 min

2022 Capital Market Outlook

As we head into the third week of 2022, there has been a significant amount of market volatility for a number of factors. Inflation is at...

Bogress Financial Group

Nov 18, 2021
6 min

4 Tips For A Smooth Estate Transition

Every single year in Canada, billions of dollars in estate assets are transferred at death. In fact, we are approaching one of the...

Bogress Financial Group

Nov 17, 2021
2 min

Maximize Your Family's RESP

In order to first determine how to maximize your RESP, we need to define what an RESP is. The Registered Education Savings Plan (RESP) is...

Employee benefit plan costs getting out of control?

Bogress Financial Group

Oct 14, 2021
4 min

Employee benefit plan costs getting out of control?

As experienced employee benefits consultants, there are several key cost containment measures that we look at when analyzing a new...

Are You Insuring Your Most Valuable Asset?

Bogress Financial Group

Jun 2, 2021
2 min

Are You Insuring Your Most Valuable Asset?

Ask the average Canadian what their most valuable asset is, and if you are a homeowner, you would likely say your principal residence. ...

Bogress Financial Group

Apr 29, 2021
2 min

TFSA? Do I need that?

A Tax-Free Savings Account (TFSA) is a personal savings account that can be used to save for any goal. After-tax money can go into a...

Bogress Financial Group

Apr 21, 2021
2 min

RRSPs? What are those?

The Registered Retirement Savings Plan (RRSP), is a personal savings plan that lets you save money over your lifetime on a tax-sheltered...

Critical Illness Benefit - A Potential Savings Plan?

Bogress Financial Group

Apr 8, 2021
1 min

Critical Illness Benefit - A Potential Savings Plan?

Protection from a major health event and a little forced savings for your healthy future self. One of the unique features in the Canadian...

Corporate Owned Insurance - Do You Need It?

Bogress Financial Group

Mar 2, 2021
2 min

Corporate Owned Insurance - Do You Need It?

On a weekly basis we meet with business owners about reducing their tax liability at death and maximizing their estate. Often, these...

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Address

213-3388 Rosemary Heights Crescent

Surrey, BC

V3S0K7

info@bogressfinancialgroup.ca

Phone

604-996-7464

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