Advisor publications


New Estate Planning Legislation

New Estate Planning Legislation The Financialist • Issue 110 • July 2011 BY MARK NEUFELD BA CFP CIM The government of British Columbia is proposing new legislation called “WESA - the Wills, Estate and Succession...

[Read more...]

Looking to Increase Current Cash Flow?

Looking to Increase Current Cash Flow? The Financialist • Issue 98 • July 2008 BY MARK NEUFELD BA CFP If so, you may be interested in the British Columbia Property Tax Deferment Program - a loan program that allows home owners ...

[Read more...]

Annuity Basics

Annuity Basics The Financialist • Issue 80 • October 2003 BY MARK NEUFELD In today’s market place there are many different investment alternatives available to individuals when constructing their retirement or pre-retirement in...

[Read more...]

"We value his foresight, his in-depth knowledge, also his quiet and efficient manner expressed so well whether in person, in telephone conversations, or the written word."

Reg & Velma D.