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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

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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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Shared Ownership Critical Illness

May 01, 2016

Shared Ownership refers to a concept where more than one party owns an interest in an insurance policy. The most common of these arrangements is where the corporation is the owner and beneficiary of the death benefit and the shareholder or employee owns the cash value of the policy. Recently there has been growing interest […]

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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.

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Lifetime Capital Gains Exemption

Mar 16, 2016

Lifetime capital gains exemption for 2016

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