Bogress Financial Group
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...
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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...
120
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...
100
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...
210
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...
240
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...
110
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...
200
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...
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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....
130
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,...
170
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...
390
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...
280
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...
80
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...
290
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. ...
280
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...
120
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...
70
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...
280
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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Bogress Financial Group
- Feb 19, 2021
- 2 min
Financial Health 101
We're already a month and a half into 2021 and by now, many New Year's resolutions are distant memories. One of the resolutions I hear...
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Let's Connect
We would love to get to know you and hear about your financial situation. Book a free consultation with us below.
Address
213-3388 Rosemary Heights Crescent
Surrey, BC
V3S0K7
Phone
604-996-7464
Contact Us
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