Financial Planning

Making resolutions for self-improvement is the best way to enter into a new year. The year 2020 has been full of surprises, and the Covid induced lockdowns have compelled people to think about the finances. Financial planning is essential if you wish to live a life of financial stability and freedom. The best way to achieve anything is to set a clear goal and design a plan of action to achieve it. Money management is similar, and you must set financial goals for yourself and

Lessen your 2022 taxes by making sure you are claiming any deductions and credits you’re eligible for. Less taxes, means more money in your pocket! It all counts at the end of the day. #planprotectprosper Subscribe to @pacificchoicefinancial and stay up to date with our weekly finance tips. If you have questions or want to identify and reach your personal finance goals let’s connect. This is a general guide and not tax advice, please consult your tax professional for your ta

What’s involved in your planning? It involves a partnership with a trusted financial professional that helps make sure you have the right plan custom designed for your unique financial goals, and is there every step of the way to make sure you stay on track. Our holistic process means we cover all areas of your financial security so you don’t have to worry about missing anything. Give us a call and see the advantages working with a qualified advisor makes. #PlanProtectProsper

Don’t ignore #inflation…. Plan for it! Check out these tips to help combat inflation. #PlanProtectProsper, that’s our motto and one of the cornerstones of our process to establishing financial security. 2023 has presented new opportunities amidst the many challenges we’re facing today. It’s important to understand how inflation can impact your financial goals and eat away at your purchasing power. Subscribe to Pacific Choice Financial and stay up to date with our weekly finan

Both the #RRSP and #TFSA account registrations allow you to save and invest in a tax effective manner in Canada, and both can be used as investment vehicles to reach your objectives. Depending on your situation you might find one more preferable over the other. If you have questions on which is best for you feel free to drop us a line and we’d be happy to discuss further. #PlanProtectProsper Subscribe to Pacific Choice Financial Ltd ™ and stay up to date with our weekly fina

Your life is unique and so should your financial plan. We build your portfolio based on these factors, and continuously monitor and review to make sure it stays aligned with your needs: Your goals. Knowing your goals sets the tone for your portfolio so the investment strategy is aligned with them Your time horizon. How long do you want to hold an investment? If your time horizon is shorter you want to invest in low-risk fixed income options, whereas with a longer time horizon

Finish the year 2025 strong with smart planning moves that can help you save on taxes and stay on track for your goals. A year-end review helps ensure that your financial plan stays aligned with your goals. It’s an opportunity to assess how your portfolio has performed and whether adjustments are appropriate, allowing you to evaluate whether your savings, spending and investment strategies are on track for retirement or other life goals. It’s also the time to review whether y