(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: Investing

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,…

Read More

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…

Read More

Are You On The Right Track?

February 15, 2016Finance, Investing, Wealth AccumulationBelvedere Financial

In bull markets some investors develop unhealthy expectations as to the long term yields their investments should provide.  Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund…

Read More

A New Year’s Resolution You Shouldn’t Break – Saving For Retirement!

January 15, 2016Finance, InvestingBelvedere Financial

Many of us set New Year’s resolutions for ourselves and often those resolutions have to do with finances. January is the month we say, “Ok, this year I am going to save more and spend less”. This article won’t tell…

Read More

The Estate Bond

August 18, 2015Estate Planning, Finance, Investing, Life InsuranceBelvedere Financial

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

Read More

TFSA or RRSP?

February 10, 2015Finance, Investing, Retirement Planning, RRSP, TFSABelvedere Financial

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

Read More

Keys to Becoming a Prudent Investor

September 16, 2014Finance, InvestingBelvedere Financial

As the equity markets rebound and more stable returns reappear, it is a good time to review and consider what it means to be a prudent investor.  If the past several years have taught us anything it’s that in times…

Read More

Prepare for the peak

September 16, 2014Featured Articles, Finance, Investing, Life StagesBelvedere Financial

If you’re like most Canadians, you’ve probably been working for quite some time—in all likelihood, since your early 20s. And, if you were like most people, you probably didn’t earn much in your 20s. That first job (maybe the first…

Read More

How Much Risk Can You Tolerate? Part 3 of 3

August 19, 2014Estate Planning, Finance, Investing, Living BenefitsBelvedere Financial

Over the past two months we have examined some of the risks that challenge most of us.  It is almost impossible to avoid risk entirely. Knowing where the pitfalls lie and planning for them will certainly help.  You might, however,…

Read More

How Much Risk Can You Tolerate? Part 1 of 3

June 17, 2014Estate Planning, Finance, Investing, Life StagesBelvedere Financial

Will Rogers, the American humorist, when talking about the investment schemes in North America at the time, said “I am less concerned with the return on my money, than I am with the return of my money”. Will was aware…

Read More
Load More

Recent Posts

  • July/August COMMENT Newsletter
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Registered Education Savings Plan

Categories

  • – RRIF
  • 2020
  • 2020 Only
  • 2022 Only
  • Accountants
  • Blog
  • Budget
  • Business Owners
  • Business Owners
  • Business Succession Planning
  • Charitable Gifting
  • CLU Comment
  • 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, CFSB, CPCA, EPC, CFP, 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

RSS Latest News

  • Facing a Tough Problem? Try These Hacks to Find the Solution You Need
  • When My Cofounder Died, It Showed Me How to Run My Company
  • 21 Productive Things to Do During Your Commute

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