Business

Two Comox Valley businesses who strive to be as successful as they can with their customers are being recognized as finalists at the Successful You Awards.

A recent study conducted by BMO Financial Group found that half of Canadians don’t have a clear understanding of their short- and long-term financial goals. This can make it more difficult for people to save for things they want in life.

A new partnership has formed to promote essential skills in the Comox Valley.

Want to make travel more a part of your life? Make sure your travels include a visit to a professional financial planner’s office to map out the best financial route for you.

Rarely do clients enter the office saying, “We need to make more money.” More often it’s, “Help us make sure we don’t run out of money.” Perhaps this is because the majority of my clients are retirees, or perhaps it is because people are naturally more risk adverse when they have recently experienced a market downturn.

The clock is ticking…one month to go. On March 18, the government-imposed changes to mortgage rules will go into effect and will ultimately impact nearly all homeowners with mortgages.

You know what it’s like. Two weeks ago lunch cost about $9 a day. Last week it was $10 and this week $11. These days, spending generally rises very stealthily and those small price increases can have an increasing effect on your long–term savings goals.

Getting a handle on your personal finances may be a priority in 2011, so where do you start? A good first step is turning to a financial adviser, who can help you to create a plan.

Insurance is an important consideration for many circumstances. It isn’t only available to protect your home, vehicle and physical health – it’s also available to help protect you financially.

Buying or refinancing a home this spring? Have you bought a home recently? If so, new mortgage rules may affect you.