Financial Flight Plan

Financial Flight Plan Let's get you to your financial destination ahead of schedule despite life's turbulence.

One of the things I enjoy most of my business practice is the travel opportunities. Today I'm hopping on the BC Ferry fo...
09/01/2026

One of the things I enjoy most of my business practice is the travel opportunities. Today I'm hopping on the BC Ferry for three days of meetings with clients in Vancouver, Mayne Island and Pender Island.

If you are tired of fighting traffic and paying for parking when you meet with your financial advisor, maybe it's time we talk.

Even the most sophisticated financial strategy can't outperform competing personal values. When you are truly motivated ...
08/30/2026

Even the most sophisticated financial strategy can't outperform competing personal values. When you are truly motivated by a goal, prioritizing your capital toward it becomes clear and natural.

3 Steps to Align Your Finances with Your Goals
* Clarify Your Core Objectives: Define what financial freedom or security actually looks like for you, beyond just standard benchmarks.
* Audit Your Capital Allocation: Review your cash flow to ensure your monthly spending directly reflects your primary goals.
* Build an Actionable Plan: Structure your investments and savings systematically so your money works continuously toward those defined priorities.

What is one major financial goal you are ready to prioritize this year?

Did you know that when you buy life, disability or critical illness insurance, it's entirely "Made in Canada"? Nothing c...
08/26/2026

Did you know that when you buy life, disability or critical illness insurance, it's entirely "Made in Canada"? Nothing crosses the Boarder and there are no terrific. Every dollar of premium stays in Canada!

Elbows Up (and protect your family)!
🇨🇦

The breakdown of last-ditch trade negotiations in Washington led to 50% U.S. tariffs on roughly $20 billion to $28 billi...
08/24/2026

The breakdown of last-ditch trade negotiations in Washington led to 50% U.S. tariffs on roughly $20 billion to $28 billion worth of Canadian goods taking effect. In response, Ottawa suspended trade talks and announced counter-measures.

Uncertainty in the market or economy can throw even the best strategies off track—and that's completely normal. A strong financial plan shouldn't sit on a shelf; it's meant to adapt as headlines and life evolve.

If recent news, shifting markets, or life changes have you questioning your next move, don't navigate it alone.

Here's a quick taste of what we might talk about in a planning meeting:
08/22/2026

Here's a quick taste of what we might talk about in a planning meeting:

If you feel we bring value to your fiscal wellbeing, please vote for Gaining Altitude Financial in the WestShore Chamber...
08/15/2026

If you feel we bring value to your fiscal wellbeing, please vote for Gaining Altitude Financial in the WestShore Chamber of Commerce Best of the WestShore Awards.

Decades ago, life insurance ads asked a direct, timeless question: "What will they do, if something happens to you?"Toda...
08/10/2026

Decades ago, life insurance ads asked a direct, timeless question: "What will they do, if something happens to you?"

Today, we might track our budgets on apps instead of paper ledgers, but the fundamental math of life remains identical:
* 🏠 Shelter: The mortgage or rent still needs to be paid.
* đź“š Future: Kids' education and daily needs still require funding.
* 🛡️ Peace of Mind: Your family's lifestyle shouldn't depend on luck.

Styles change, but basic financial needs do not. If it’s been a while since you reviewed your family's safety net, let’s talk.

Did you know that when you vote for Gaining Altitude Financial in the WestShore Chamber of Commerce Best of the WestShor...
08/06/2026

Did you know that when you vote for Gaining Altitude Financial in the WestShore Chamber of Commerce Best of the WestShore Awards you have a chance to win $200?

And you can increase your chances of winning by voting everyday!

Big changes are coming to your investment statements! 📊👇Starting in January 2027, Canadian investors will see total tran...
08/05/2026

Big changes are coming to your investment statements! 📊👇

Starting in January 2027, Canadian investors will see total transparency on their annual investment statements, thanks to new Total Cost Reporting (TCR) regulations.

Here is what you need to know:

No New Fees: These aren't added costs—they are fees that have always existed (like fund management and trading expenses) that will now be shown clearly in exact dollar amounts for the first time.

The Full Picture: You'll see a complete breakdown combining direct advisor fees and embedded product costs (Fund Expense Ratios) in one place.

Better Clarity: Knowing your exact costs makes it easier to measure performance, compare products, and evaluate the true value of professional advice.

Transparency is a win for every investor. When you know exactly what you’re paying, you can make more empowered decisions about your financial future.

Have questions about how your portfolio is structured or what fees look like right now? Drop a comment or send me a DM! 💬📩

InvestingTips PersonalFinance CanadaInvesting FeeTransparency

Hannah Relleve is starting the next chapter of her career in Powell River. We will miss having her (and the kids) in the...
08/02/2026

Hannah Relleve is starting the next chapter of her career in Powell River. We will miss having her (and the kids) in the office regularly but are excited for her to grow the practice in a new town. The folks in Powell River don't know (yet) how lucky they are to have this terrific financial advisor arrive in their midsts.

Address

105-2311 Watkiss Way
Victoria, BC
V9B6J6

Telephone

+12505165758

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