FocalPoint Financial Group Inc.

02/29/2024

Great presentation, Bryan Cresswell!

Bryan Cresswell with FocalPoint Financial Group Inc. delivering an excellent presentation to the group on Wednesday.



https://www.focalpointfinancial.ca/

02/20/2024

OBRG Kelowna Thank you for the warm welcome! ~ BMC

Bryan Cresswell BBA Financial Advisor [email protected] 250.863.2952 Bryan is a Financial Advisor at FocalPoint Financial Group, advising our clients on how best to build and implement tax-efficient financial strategies using insurance and investment solutions. Bryan understands...

01/04/2024

With the FHSA being less than one year old, it isn't too early to consider the estate implications if someone dies while holding an FHSA. This article offers a good summary of the rules.

News and resources for Canada's top financial advisors

12/27/2023

Vacation or rental property, or both? Here are the taxes you can expect on a secondary property in Canada, as well as deductions you can claim.

Vacation or rental property, or both? Here are the taxes you can expect on a secondary property in Canada, as well as deductions you can claim.

12/12/2023

In a widely anticipated move, the Bank of Canada has decided to end its 2023 rate decision cycle by keeping its target policy rate steady. In deciding to hold its target rate at 5% for a third straight session, the BoC had to weigh conflicting economic signals on inflation, economic growth, and employment, among others.

After October easing in headline and core inflation, is central bank maintaining hawkish hold?

11/14/2023

Canadian small- and medium-sized enterprises (SMEs) are falling behind on innovation and productivity as they face multiple barriers to investing in new technologies, according to a new report by Desjardins Economics.

Study reveals barriers in the small-business landscape

10/24/2023

How do people in spend their money? The report provides a view of what households in Canada were spending their money on, and how much of their income was spent on allocated to each spending category. Newcomers may find this information particularly useful as they estimate their expenses when settling in Canada.

Statistics Canada recently released its survey on household spending—the annual report on how much Canadian households spend on goods and services in the country—for the year 2021. The report provides a view of what households in Canada were spending their money on, and how much of their income ...

10/11/2023

How to avoid probate fees in Canada. Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to ensure assets pass outside the estate.

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to ensure assets pass outside the estate.

09/26/2023

You may be a busy person and feel like you’re always strapped for time and energy. This way of life can take a toll The post Tips For Taking Good Care Of Yourself.

In this article you can review some tips for taking good care of yourself so you can look and feel your best.

09/12/2023

Emergency funds and : your best bets to prepare for the unexpected.

Find out how to keep your savings from taking a hit when life throws you a curveball.

08/25/2023

In this uncertain world, giving your family financial backing is important. Life insurance is one such contract that ensures your family will have financial security, even when you are not around to take care of them. So, if you have started earning or are newly married, it may be time to learn the meaning of a life insurance policy and sign your first policy contract.

If you have started earning or are newly married, it may be time to think about getting a life insurance policy and sign your first contract.

08/18/2023

The Central Okanagan is in the midst of a crisis. The McDougall Creek wildfire is affecting West Kelowna, Kelowna, and Lake Country residents and their property.

All FocalPoint Financial Group Inc. employees are safe and can continue to be reached by email or cell phone. Our contact information can be found on our website: www.focalpointfinancial.ca.

Thank you to all first responders for protecting our communities.

Stay strong, everyone.

Investia Financial Services