10 Reasons to Stop Putting Off Your Estate Planning

Written by Lindsey Eastman
October 3, 2017


Estate planning is an essential part of wealth management. Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it ensures that such distributions are done in a tax effective manner, and that your beneficiaries are protected. Continue Reading!

Estate & Trust Seminar

Learn the basics everyone needs to consider

September 26, 2017


How to avoid costly mistakes, and achieve peace of mind by establishing a practical estate plan.

Presented by: Danny Zich, Estate & Trust Specialist, Concentra

When & Where: Wednesday October 18th

11:30am – 1:30pm
H. W. Wallace Cremation and Burial Center
5285 Polkey Road, Duncan, BC, V9L 6W3

3:00pm – 5:00pm
Chemainus Seniors Centre
9824 Willow St, Chemainus BC, V0R 1k1

Refreshments and light snacks will be served

RSVP: Please contact Brenda Carmichael or Robin Lines by Friday, October 13th to reserve your seat:

brenda.carmichael@cccu.ca · 250 246 5478
robin.lines@cccu.ca · 250.246-5472

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Monthly Market Insights – July 2017

Everything you need to know about domestic and global markets for the month of July

Written by Lindsey Eastman
August 8, 2017


TSX lower. The country’s benchmark fell for a third straight month as investors took profits off the table, and the Bank of Canada hiked interest rates to cool down the economy. Continue Reading!