by Dale Harvey | Financial Planning
Local business and finance talk Thursdays 11:00 AM – 12:00 AM Your Money is a show to discuss all aspects of money and how it works. Investments, taxation, insurance, employee benefits and anything else you have concerns about. I have a weekly guest to provide insight...
by Dale Harvey | Financial Planning
These questions may help you decide if you need professional financial advice. Do you have the time to attend to your financial affairs? Are you confused about conflicting financial advice from several sources? Do you feel you are paying too much tax or that you are...
by Dale Harvey | Financial Planning
Here’s what to expect when you meet with a financial planner. STEP 1: ASSESS YOUR FINANCIAL HEALTH Clarify your present financial health by collecting and assessing all relevant data including information on assets, tax returns, insurance policies, pension...
by Dale Harvey | Retirement Planning
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving. Keep these 7 principles in mind when...
by Dale Harvey | Volunteer
I would like to highlight a few of the local organizations I am involved with that you can support too. Seniors Connect Seniors Connect is a collaborative project focused on reducing the social isolation of adults age 55 and over in Nanaimo through participation in...
