First Oak Financial Inc.
Unit 212, 3190 St. John's Street V3H2C7 Port Moody, BC, Canada

Everyone should have a valid will, regardless of assets or dependents. Tough situations like this one can be avoided: https://www.cbc.ca//family-refused-access-suite-sudden-dea

These two accounts have their fair share of similarities and differences. Determining the best fit is a holistic process, dependent on a multitude of factors.

When securing a mortgage, almost all lenders will offer a product called "mortgage life insurance." Although this is a great idea from a conceptual standpoint, this product is designed to protect the lender, not you and your loved ones. If you are going through the mortgage process, speak to us about mortgage life insurance.

Although Canadians can contribute to an RRSP at anytime throughout the year, January and February has become the unofficial RRSP Season.

Which makes more sense?

Our 2nd Client Success Story looks at Joseph, a young professional who was enduring some sleepless nights over his future: https://firstoakfinancial.ca/insurance/success-story-2/

Business partners having "difficult" conversations can make a world of difference in the long run:

Our first client success story looks at Tony & Tanya, newlyweds who took proactive steps to protect one another:

Taking a look at the Health Spending Account, a versatile tax planning tool for business owners: https://firstoakfinancial.ca//health-spending-account-why/

Secure your family's financial future with a Lifestyle Guarantee Plan, protecting the people who mean the most to you. https://firstoakfinancial.ca//lifestyle-protection-for-fa/

A major injury or serious illness can take away one of our greatest assets: the ability to earn an income. An Income Protection Plan protects against that. https://firstoakfinancial.ca//secure-lifestyle-income-pro/

View our Summer 2020 Newsletter below: https://mailchi.mp/4bfaeb2d7/summer-2020-newsletter-8016474

The most common online search when it comes to life insurance is whether the death benefit is taxable as income or not. We tackle that question and more in our "F.A.Q." article below: https://firstoakfinancial.ca//common-life-insurance-quest/

Making sense of the top two investment accounts for Canadians: https://firstoakfinancial.ca/i/comparing-the-rrsp-and-tfsa/

What's the difference? https://firstoakfinancial.ca//term-insurance-vs-permanent/