Safe Pacific Financial Inc.
3rd Floor - 225 West 8th Avenue V5Y 1N3 Vancouver, BC, Canada
Category
General Information
Locality: Vancouver, British Columbia
Phone: +1 604-628-9610
Address: 3rd Floor - 225 West 8th Avenue V5Y 1N3 Vancouver, BC, Canada
Website: www.safepacific.com
Likes: 796
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Tips and tricks to manage your money during financially uncertain times.
In honour of financial literacy month the Canadian Foundation for Economic Education will be hosting a free virtual workshop on financial concerns for seniors on November 25th! Learn more using the link below. https://buff.ly/3m1EMAO
Advocis has put together a video series dedicated to their brand new Junior Financial Advisor (jFA) designation! You can check out the series below
Advocis will be Live on Instagram every Wednesday with videos for Financial Literacy Month! You can check out today's episode, and any other episodes that you missed here:
Check out these awesome financial literacy resources recommended by our friends at Canada Life.
The TFSA limit for 2021 has been released! Anyone over the age of 30 will see their limit increase 6k!
The Infinite Banking Concept is something we have been personally doing ourselves and for clients ever since day 1 of starting Safe Pacific. In fact, it's why Robert and Laurent got together in the first place. We were one of the first companies in Canada to specialize in this strategy and it's still something we strongly believe in and continue to set up for our clients. It makes up a big chunk of our business every day. Caveat: this concept is not for everyone - and it's ...also not something most financial or investment advisors understand or should be doing! If this strategy is right for you, make sure you are working with someone who knows what they are doing and that does this all the time. Because you're using a whole life insurance policy, it's something you're going to own for the rest of your life - so you want to make sure you get it right. This video quickly answers the 2 main questions that we get all the time, straight to the point with no fluff or BS: What is it? How does it work? If you think this strategy could be right for you, reach out via our website here: https://safepacific.com/infinite-banking-for-canadians/
The CRA has just extended work-from-home reimbursements to include office equipment! Read all about it below!
Setting up and emergency fund, is an essential piece of financial literacy, especially due to the COVID-19 Pandemic! Check out the government of Canada's website on tips and tricks on how to set up an emergency fund!
We started Safe Pacific to help Vancouver business owners achieve financial success. We do this by building deep, long-lasting relationships with our clients based on trust and respect. Working with our clients and seeing them accomplish their goals in life is the why of what we do. See why successful Vancouver business owners trust working with Robert Trasolini and Laurent Munier at Safe Pacific Financial Inc: https://safepacific.com/businesses
This week's Financial Advice For All article reviews how COVID has played a role in communities realizing just how important financial literacy truly is. Check out the article here:
We are currently collecting suggestions for video topics! Let us know what you want to see us cover in the comments below!
To celebrate the 10th anniversary of Financial Literacy Month the Government of Canada has released a webpage filled with tools and resources to improve your financial literacy! Check it out below!
Check out the most recent podcast by our friends at Advocis on financial literacy! Streaming now on Soundcloud!
The top 10 financial literacy tips to round off financial literacy Month!
Do you know any "essential workers"? RBC is currently offering a 20% discount on Disability Insurance to all essential workers! Discounts on insurance don't happen ofter so be sure to capitalize on this AMAZING offer! (Contact us for more details!)
Check out this financial literacy quiz to see if your investment knowledge stacks up!
An Infographic on financial planning EVERYONE should see!
A recap of the newest benefits the Canadian government has recently rolled out!
A 20% discount offer for essential workers has just come out from RBC Disability Insurance. Insurance companies rarely offer discounts so this is an opportunity that needs to be jumped on while it’s available because they rarely come back! Feel Free to contact us for more details!
A 5 minute read on the importance of an emergency fund.
Information surrounding some of the lowest mortgage rates in Canadian history.
5 questions to ask when considering Life insurance!
Tips and tricks to make the most of this unprecedented September!
Our friends at Manulife will be providing a new COVID-19 Travel insurance this October!
Check out the information one Empire Life and Johnston Group's newest group benefits for mid-size employers!
Check out this awesome infographic on visualizing financial needs!
Air Canada is now offering Free COVID-19 Medical Insurance! Read more in the article below!
3 important tips for new investors! (Hint: #1 is to start young)
The application for the Canada Emergency Business Account has been extended until December 2020! Read more here:
The Canada emergency Wage Subsidy has been extended until June 2021 Read more here:
Have you heard about CERS? The Canada Emergency Rent Subsidy (CERS) is the replacement for the Canada Emergency Commercial Rent Assistance (CECRA). When launched, the new program will allow businesses to apply directly for rent relief through CRA.
The rules one man lived by in order to retire comfortably by 63!
A guide to Whole Life Insurance, and it's benefits!
The tax advantages tied to life insurance, both for liquid funds, and beneficiaries!
Happy Thanksgiving from our family to yours!
What topics should we cover in our next videos? Let us know in the comments below!
Everything you need to know about the liquidity in cash value life insurance policies!
"If someone is tied to or reliant on your income and you don't have enough to provide what they're relying on forever, you need life insurance." A great quote pulled from this article on 4 reasons you need life insurance!
Brooke Shields explains why becoming a new parent motivated her to get life insurance!
A great explanation of the liquidity of Whole Life insurance policies!
https://buff.ly/2Yz5tmo 6 Lessons you can take away from recessions that will help you protect your finances in the future!
ATTENTION ALL DENTISTS!! Another important rule for passive investment income: Whole/Universal Life insurance plays out in the long run! These polices allow your money to grow tax free and have both a "death portion" as well as an "investment portion" Read More Here: https://buff.ly/3bGSfth
ATTENTION ALL DENTISTS! Rule #2 of passive investment income: Contributing to an Individual Pension Plan (IPP) Read More Here: https://buff.ly/3bGSfth
ATTENTION ALL DENTISTS! Rule #1 of passive investment income: Buy your own building! Read More Here: https://buff.ly/3bGSfth
An examination of where Canada's economy is headed over the next few years.With a more in depth look at if politics really matter for the medium-term Canadian economic outlook, and if any of this even matter for the macro investor?
Important things to consider before making the major financial decision of buying a car! Check out this article to learn more!
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