(604) 649-3829
achan@sbslp.ca
Belvedere Financial Solutions Ltd.
  • HOME
  • ABOUT
    • Strategic Partnerships
    • Testimonials
  • SERVICES/PRODUCTS
    • CORPORATE INSURED RETIREMENT PROGRAM
    • LIFE STAGES
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
    • BUSINESS STAGES
      • Business Succession
      • Executive Benefits
      • Group Benefits
    • FINANCIAL PLANNING FOR BUSINESS OWNERS
    • Financial Calculators
    • Top 12 Financial Links
    • ONLINE PURCHASES
      • Manulife Bank High Interest Savings
    • INSURANCE ONLINE
      • FLEXCARE, ASSOCIATION, HEALTH AND DENTAL PLANS
      • Travel Insurance
      • ALLIANZ TRAVEL INSURANCE
    • OUR APP
  • BLOG
  • CONTACT

Category: Corporate Insurance

Does your Business Qualify for the Small Business Gains Exemption?

December 12, 2016Corporate Insurance, Finance, Tax PlanningBelvedere Financial

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…

Read More

The Corporate Estate Transfer

November 21, 2016Corporate Insurance, Estate Planning, FinanceBelvedere Financial

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

Read More

Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Finance, Life InsuranceBelvedere Financial

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

Read More

The Clock is Ticking!

June 19, 2016Corporate Insurance, Finance, Life Insurance, Tax PlanningBelvedere Financial

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

Read More

Get Your Corporate Dollars Doing Double Duty

December 14, 2015Corporate Insurance, FinanceBelvedere Financial

Owners of very successful private corporations are well aware of the importance of cash flow.  Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. The Immediate Financing…

Read More

The 4 Cs of Conflict-Free Family Businesses

July 20, 2015Business Succession Planning, Corporate Insurance, Featured Articles, FinanceBelvedere Financial

Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so far, in different directions, before tensions cause them to snap. Those who run family businesses…

Read More

Protecting Your Business

November 15, 2013Corporate Insurance, FinanceBelvedere Financial

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…

Read More

Recent Posts

  • Government of Canada to allow up to $400 for home office expenses
  • Registered Education Savings Plan
  • British Columbia Training and Education Savings Grant Information
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

Categories

  • – RRIF
  • 2020
  • 2020 Only
  • Accountants
  • Blog
  • Budget
  • Business Owners
  • Business Owners
  • Business Succession Planning
  • Charitable Gifting
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Corporate Insurance
  • Critical Illness Insurance
  • Debt
  • Debt Management
  • disability
  • Disability Income Replacement
  • Employee Benefits Program
  • Estate Planning
  • Families
  • Family
  • Featured Articles
  • Finance
  • Financial Planning
  • Individuals
  • Investing
  • Investment
  • Life Insurance
  • Life Stages
  • Lifestyle
  • Lifestyle Tips
  • Living Benefits
  • Long Term Care
  • Mortgage Insurance
  • RDSP
  • Recent Blogs
  • Registered Education Savings Plan
  • Retirement
  • Retirement Planning
  • RRSP
  • Tax
  • Tax Planning
  • TFSA
  • Wealth Accumulation
  • Whole Life
  • Will Planning

Contact Us

Alex Chan, RHU, CHS, CFP, CPCA, EPC, CFSB, CLU - Certified Financial Planner & Chartered Life Underwriter

Mobile: (604) 649-3829
Office: (604) 513-1177
Fax: (604) 513-1170
Toll Free: 1 (877) 303-1177
TF Fax: 1 (866) 859-9947
Email: achan@sbslp.ca

Langley Office
102 – 20171 92A Avenue
Langley, BC V1M 3A5

Vancouver Office
1810 - 1075 West Georgia Street
Vancouver, BC V6E 3C9
T. 604.689.8289 F. 604.689.2801
TF. 1.888.338.9888

Surrey Office
315-6678 152nd Street Surrey, BC V3S 3L4

RSS Latest News

  • The Most Important Thing Biden Can Learn From the Trump Economy
  • The 3 Things That Will Rock Your Workplace in 2021, and How to Get Ready
  • 5 Easy Ways You Can Slash The Number Of Hours You Work

About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
© 2017 Financial Tech Tools | Financial Services Blog