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FB FINANCIAL & Associates

Financial Solutions for Your Business & Family

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from FB Financial & Associates

estateBond
The Estate Bond

Sep 01, 2016

Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax and lower rates of return – never a good combination.

Large Family Group Sitting On Sofa Indoors
Canada Pension Plan – Should You Take it Early?

Aug 02, 2016

Canada Pension Plan – Should You Take it Early? The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is age 60, the latest is 70. The standard question regarding CPP remains the same – should I take it early or […]

Businessman falling the Sky into a safty net
Segregated Funds- Investing with a Safety Net

Jul 01, 2016

Investing in today’s environment is not for the faint of heart. However, fortunately for Canadians, Segregated Fund products offered by many life insurance companies provide a safety net for nervous investor

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Can Probate Be Avoided?

Jun 01, 2016

Can Probate be Avoided? Executors often find that the probate process can be both time consuming and expensive. Planning strategies exist that may eliminate or reduce the requirement of having assets probated. What is probate? Probate is a legal procedure that validates a deceased’s will and confirms the executor’s authority to carry out the testator’s […]

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