Archoris Financial

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Archoris Financial Archoris Financial helps business owners and families bring clarity to complex financial decisions and structure strategies for efficient, long-term growth.

Formerly Winch and Kat Financial Solutions
Serving clients across British Columbia.

Withdrew $5,000 from your TFSA this year?You might assume you can simply put that same $5,000 back whenever you're ready...
10/13/2026

Withdrew $5,000 from your TFSA this year?

You might assume you can simply put that same $5,000 back whenever you're ready.

But there's an important rule to remember.

In Canada, TFSA withdrawals generally create new contribution room on January 1 of the following calendar year, not immediately.

If you recontribute before then without sufficient unused room, you could face a tax on the excess contribution.

We've put together a simple example showing how this works—and why checking your available room matters.

Take a look, and share this with someone who has a TFSA. It could save them an avoidable surprise.

For general educational purposes only. Individual circumstances may vary.

10/07/2026

A heartfelt thank-you to IDCWIN for taking Archoris Financial to Victoria for this year’s VP Conference at the beautiful Fairmont Empress. We’re especially grateful we could bring our kids, share the experience with them, and make special memories together.

The sessions covered using AI to make advisory practices more efficient, underwriting and risk insights, ways advisors can work smarter, and building strong relationships with accountants—ideas that can help us better serve our clients and prospects. AI for Advisory Practice Efficiency Underwriting Insights and Risk Case Study Five Ways to Work Smarter as Advisors Winning Hearts and Minds of Accountants

Most of all, thank you to our clients for your trust in Archoris Financial. We truly appreciate the opportunity to support you and your families.

Year-end has a way of sneaking up on us.October gives you something December often doesn’t: a little breathing room.Befo...
10/06/2026

Year-end has a way of sneaking up on us.

October gives you something December often doesn’t: a little breathing room.

Before the holiday rush begins, it can be a good time to check in on the financial details that are easy to leave for later—from contribution room and coverage to beneficiaries, emergency savings and where important information is kept.

Nothing dramatic. Just a few things worth reviewing while there’s still time to do it without the year-end scramble.

Save this checklist for your October financial check-in. ✓

Quick question: if your partner wasn’t around to ask, would you know where everything is? 👀Not every couple needs to man...
09/17/2026

Quick question: if your partner wasn’t around to ask, would you know where everything is? 👀

Not every couple needs to manage money the same way—or know every detail of every account.

But both people should know the basics: where the important documents are, what gets paid automatically, what coverage you have, who your beneficiaries are, and who to call when you need help.

Because “My partner handles all of that” works… until you’re the one who needs the information.

Consider this your sign to have the conversation before you actually need to.
Save this for your next money check-in—or send it to your partner and see how many of the five you can both answer. 😅

09/13/2026

Grateful to stand behind a cause that keeps breaking boundaries!

​We were honored to return as sponsors for the 4th Annual Glowing Beyond - Beyond Beauty Gala. Watching this event grow over the years into such a powerful movement has been nothing short of inspiring.

​This year’s gala was one for the books, raising over $28,000 for the BC Women's Health Foundation!
​At Archoris Financial, protecting families and building legacies starts with health. Women’s healthcare research and advocacy are vital, and we are proud to support the mothers, daughters, and leaders who strengthen our community every day.

​A special thank you to Denise Lin, the visionary founder of Glowing Beyond. Denise, your drive, heart, and dedication to uplifting women and championing healthcare equality inspire us all. We’re so proud to stand beside you!

​Thank you to everyone who attended, donated, and made the night such a success!

​Learn more: glowingbeyond.ca/the-beyond-beauty-gala

​ VancouverEvents

Apparently adulthood came with responsibilities… but not an instruction manual. 😅Premiums. Beneficiaries. Compound inter...
09/11/2026

Apparently adulthood came with responsibilities… but not an instruction manual. 😅

Premiums. Beneficiaries. Compound interest. Inflation.

They’re the kinds of words we hear all the time—and somehow everyone just assumes we know exactly what they mean.

So consider this a very unofficial addition to the adulthood handbook: a few money terms that probably deserved a better introduction.
Because understanding your finances shouldn’t require pretending you already know the vocabulary.

Which money term did adulthood forget to explain to you? 👀

Save this for later—or send it to a fellow adult who also missed that particular orientation session.

Your money works hard. But how’s the performance review looking? 👀This Labour Day, it might be worth checking in on the ...
09/07/2026

Your money works hard. But how’s the performance review looking? 👀

This Labour Day, it might be worth checking in on the different jobs your money is doing—from building savings and keeping an emergency fund ready, to making sure the right protections are in place.

Some areas may be performing beautifully. Others might need a meeting. 😅

The goal isn’t perfection. It’s making sure every dollar has a job—and that those jobs still make sense for the life you’re building.

How would your money do in its performance review?

Save this for your next financial check-in—or send it to someone whose subscriptions may be due for a meeting. 😉

“I have insurance through work. Isn’t that enough?”It might be. But the more important question is: do you know exactly ...
08/24/2026

“I have insurance through work. Isn’t that enough?”

It might be. But the more important question is: do you know exactly what your workplace coverage includes?

Your benefits may provide valuable protection—but coverage can have limits, exclusions, and conditions. And if your job changes, your coverage may change with it.

A good place to start is simply knowing:
• What you have
• What it covers
• What it doesn’t
• What happens if you leave your job

You don't necessarily need more coverage.
You need clarity about the coverage you already have.

Save this as a reminder to review your workplace benefits—and share it with someone who might be wondering the same thing.

What does being wealthy actually mean?We often measure wealth by what we have—income, savings, possessions, investments....
08/18/2026

What does being wealthy actually mean?

We often measure wealth by what we have—income, savings, possessions, investments.
But Epictetus offers a different measure: contentment.

Having enough to live well. Knowing what matters. And not allowing the pursuit of more to become the measure of everything.

Sometimes, the most valuable thing we can build is not a bigger balance sheet, but a clearer sense of what enough looks like.

Words worth keeping.
Save this for a day when “more” starts to feel like the only goal.

**Living in BC comes with some financial realities that are hard to ignore.**Housing, saving for a first home, protectin...
08/12/2026

**Living in BC comes with some financial realities that are hard to ignore.**

Housing, saving for a first home, protecting your ability to earn, and understanding what provincial health coverage does—and doesn’t—cover can all shape the financial decisions you make.

The goal isn’t to have all the answers at once. It’s to know which questions are worth asking.

**Save this for later, or share it with someone navigating life in BC.**

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#210 15117 101 Avenue
Surrey, BC
V3R8P7

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