Financial Planning Archives - Kelowna Investment Brokerage

Financial Planning

August 27, 2021

The Importance of Mortgage Insurance

Have you bought or buying a home? The most common method for people to finance the purchase is through a mortgage. A mortgage is the single […]
February 4, 2021


During our working years, it is important to put money aside for retirement. For each person, this looks different. You won’t do the same as your […]
January 8, 2021

Pay Yourself First

This is not a new concept. If Canadians put this plan in place, they can retire rich. The secret to saving and accumulating wealth is to […]
September 5, 2018

The 6 Pillars of Financial Planning

Could my spouse realistically step into running the family business? What’s the best way to save for my children’s education? Should I sell my share of […]