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achan@sbslp.ca
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Category: Finance

Replace bad financial habits

March 13, 2017Debt Management, Featured Articles, FinanceBelvedere Financial

By, Carla Hindman, Director of Financial Education, Visa Canada Most people have at least one bad financial habit. Whether it’s impulse shopping, forgetting to pay bills on time or putting off building that emergency fund balancing what you want to…

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Thinking of Cancelling Your Life Insurance?

February 20, 2017Finance, Life Insurance, Life StagesBelvedere Financial

Have you found yourself wondering if you really need that life insurance policy you pay for every month?  You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we…

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Supporting adult children takes its toll on boomers’ retirement plans: survey

February 13, 2017Featured Articles, Finance, Retirement PlanningBelvedere Financial

As baby boomers approach retirement while their children look for financial help, many are feeling the financial strain. A new TD survey found 62 per cent of boomers can’t save enough for retirement because they’re supporting adult children or grandchildren. Those kids,…

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Retirement – Are you Prepared?

January 23, 2017Finance, Retirement PlanningBelvedere Financial

Whether you are decades away from retirement or if it is just around the corner, being aware of the planning opportunities will take the fear and uncertainty out of this major life event. Blue sky your retirement plans to get…

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Three trends that will drive Canada’s economy in 2017

January 17, 2017Featured Articles, Finance, InvestingBelvedere Financial

There are three trends that will guide the Canadian economy in 2017. Those are: the strength, or lack thereof, of oil prices; domestic housing developments; and whether the U.S. economy continues to improve. So says Russell Investments’ 2017 Global Market Outlook,…

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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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Start saving early

December 12, 2016Featured Articles, Finance, Life StagesBelvedere Financial

by Caroline Hanna You’re never too young to make smart financial decisions. Whether you entered your 20s with a solid savings portfolio funded by your parents, saved up some of your own money, or spent it all on education, here are…

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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…

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November is Financial Literacy Month

November 20, 2016Featured Articles, FinanceBelvedere Financial

Worries about personal finances are at the top of the list when Canadians talk about their sources of stress. By clearly showing you where your money goes, a budget is a simple but powerful tool that can help you feel…

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Tackling the challenges of benefits provision for employees over age 65

October 24, 2016Featured Articles, Finance, Life StagesBelvedere Financial

by Kim Siddall Increasing longevity, better health and the elimination of mandatory retirement means many Canadians are delaying their retirement past age 65, presenting employers with both advantages and challenges for managing benefits for this unexpected segment of their workforce….

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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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Email: achan@sbslp.ca

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Langley, BC V1M 3A5

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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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