Happy Lunar New Year!
This year's Chinese New Year will be on January 22, officially starting off the Year of the Rabbit. I have a Rabbit daughter so I am...
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nancy392
- Jun 28, 2022
- 3 min
The Tradeoff of Affluence
How close do you live to your family? Is it close enough for your mum to babysit the kids if you want a date night, or does it require an...
nancy392
- Jun 27, 2022
- 3 min
How Trusts Came to be
When watching The Green Knight with her daughter, our president Nancy embarked on a history lesson about the origin of trusts. The movie...
nancy392
- Jun 3, 2022
- 4 min
The Power of Education
“What is something small you buy multiple times a week?”, I was once asked in career education. “I always buy a donut after work”, I...
nancy392
- Apr 11, 2022
- 1 min
Artists for Ukraine - Art in aid of Ukraine
“Mark (Truvera Trust Corporation) - today I felt that we are not alone in our sorrow. And I thank you for that.” - Iryna Shyroka,...
nancy392
- Apr 10, 2022
- 3 min
Budget 2022 : What you should know
First Home Savings Account This newly released federal budget proposes a new registered savings vehicle for eligible first-time...
nancy392
- Apr 3, 2022
- 1 min
Album Release Livestream: The Twelve Chinese Zodiac Animals
NYF Wealth Management and Truvera Trust Corporation are pleased to announce The Twelve Chinese Zodiac Animals Album Release, this April...
nancy392
- Feb 26, 2022
- 3 min
What to Know as a First-time Home Buyer
Recent headlines read that Vancouver parents are giving their children $180K on average to buy their first home. The wealth gap is...
nancy392
- Jan 28, 2022
- 2 min
What does inflation mean for your retirement plans?
It makes sense that after two years of dealing with a global pandemic the economy will look a little different. At the moment something...
nancy392
- Jan 25, 2022
- 2 min
Keeping Canadian Businesses in the Family
I am a member of the Canadian Advanced Life Underwriters of Canada (CALU). Our association is proud of the work we have done to help...
nancy392
- Jan 25, 2022
- 2 min
When is a good time to retire?
As a financial planner, this is a common question. The answer is that you can retire anytime, once your income flow does not require you...
nancy392
- Jan 24, 2022
- 3 min
The Story Behind the Twelve Zodiac Animals
As his daughter was learning piano, composer Vincent Ho realized that there were far too few Chinese-themed pieces in the repertoire...
nancy392
- Oct 2, 2021
- 1 min
Wealth-Being
Our business ethos is centred around the word wealth-being. Wealth-being is essentially about bringing balance and well-being into all...
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- Jan 28, 2021
- 1 min
TFSA or RRSP
You would like to save and not pay tax on the growth or even reduce your taxable income and save taxes this year. TFSA or RRSP? It...
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- Nov 12, 2020
- 1 min
What you may have in common with Chad Boseman
Chadwick Boseman left an impressive legacy of movie roles, including the super-hero Black Panther. What he did not leave was a will. He...
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- Jul 22, 2020
- 2 min
ABC of family protection in COVID-19 times
In my work with business families including those who co-own properties, uncertainty causes fear especially among family members. In this...
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- May 27, 2020
- 2 min
Happily ever after estate planning story
How to Get Three Generations to the Table My family has meals together, 3 generations. Before quarantine for COVID-19, we would sit at a...
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- Nov 14, 2019
- 3 min
How to plan for a family member unable to plan for self (Part II)
Once it is identified that a family member is not capable, the family has four main areas of consideration: 1. Legal Matters a) An adult...
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- Nov 1, 2019
- 1 min
How to plan for a family member unable to plan for self (Part I)
Families who care for a family member who qualifies for the Disability Tax Credit (DTC) have special considerations to make when planning...
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- Jun 27, 2019
- 1 min
Come in Out of the Rain
Is it true we learn everything we need to know for life in kindergarten? Maybe. While walking our dog in the park, I saw two sisters,...
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