(604) 591-1336 Firth.Bateman@telus.net

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

federal-Budget
Federal Budget 2016

Apr 06, 2016

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We've put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

capitalGains2016FB
Lifetime Capital Gains Exemption

Mar 16, 2016

Lifetime capital gains exemption for 2016

iStock_000018115983XSmall
Does your Business Qualify for the Small Business Gains Exemption?

Mar 01, 2016

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to the Lifetime Capital Gains Exemption which says that, for 2016, up to $824,1761 of capital […]

iStock_000018115983XSmall
Whole Life Insurance: A Whole New Investment Class

Jan 11, 2016

 A Whole New Investment Class The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse.  For investors looking for a diversification in their investment portfolio and a more tax efficient fixed income investment alternative, a compelling argument can be made for the […]

Questions? Feel Free to Contact Us