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achan@sbslp.ca
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Category: Tax Planning

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…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Finance, Investing, Life Insurance, Retirement Planning, Tax PlanningBelvedere Financial

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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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…

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Budget 2016 Highlights from Fidelity Investments

April 18, 2016Featured Articles, Finance, Tax Planning, Wealth AccumulationBelvedere Financial

by Peter Bowen, CPA, CA Vice President, Tax and Retirement Research The big picture On March 22, 2016, the Liberal government delivered its first budget.  Set against challenging economic conditions with stalling commodity prices and increased market volatility, the government…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Finance, Life Insurance, Tax PlanningBelvedere Financial

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 16, 2015Estate Planning, Finance, Tax PlanningBelvedere Financial

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Budget 2015 Highlights

May 18, 2015Finance, Retirement Planning, Tax Planning, TFSABelvedere Financial

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

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5 Recent Tax Changes for the 2015 Tax Season

April 20, 2015Finance, Tax PlanningBelvedere Financial

Tax time is almost upon us and there are some recent changes which will affect many Canadian residents.  The important changes to keep in mind are as follows: The Family Tax Cut This is the watered down version of income…

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The benefits of year-end charitable donations

December 15, 2014Featured Articles, Finance, Tax PlanningBelvedere Financial

By Anne Levy-Ward, BrighterLife.ca If you’re like many Canadians, your mailbox is jammed in the holiday season with greeting cards, mail-order catalogues, promotional calendars, sale flyers — and requests for charitable donations. While you probably enjoy catching up with faraway…

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A Well-Structured Will

February 18, 2014Estate Planning, Featured Articles, Finance, Tax PlanningBelvedere Financial

The Canadian income tax system is structured in such a way that taxpayers and their estates are often liable to pay significant taxes upon their death. These taxes can represent a large proportion of the value of the deceased’s estate…

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Contact Us

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

Mobile: (604) 649-3829
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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.
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