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Category: Life Stages

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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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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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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Tying the Knot

January 11, 2016Featured Articles, Finance, Life StagesBelvedere Financial

Marriage is the coming together of two separate lives, but it’s also the coming together of two separate financial histories and situations. And while your financial past will continue to be a part of your life, you’ll also be contending…

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Six creative ways to teach your kids about money

December 14, 2015Featured Articles, Finance, Life StagesBelvedere Financial

Understanding financial issues is challenging enough for adults, so it’s no wonder many parents struggle when it comes to teaching them to kids. According to a Harris/Decima Youth Financial Literacy Study  for the Canadian Institute of Chartered Accountants, 84% of Canadians believe…

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Millennials & Money: Talking about Financial Literacy

October 19, 2015Featured Articles, Finance, Life StagesBelvedere Financial

By Carla Hindman, Director of Financial Education, Visa Canada Millennials, also known as Generation Y, refers to people born between the years of 1980 and the early 2000s. Known as the “me, me, me” generation, millennials are the first group…

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Boomers worried about healthcare costs in retirement

May 18, 2015Featured Articles, Finance, Life StagesBelvedere Financial

A national study of Canadians with more than $100,000 in investable assets shows that worry over healthcare needs has emerged as the second most important driver, behind retirement itself. Among investors under 50, 34% identify healthcare as a priority compared…

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Twelve key documents you need to gather

January 19, 2015Featured Articles, Finance, Life Insurance, Life Stages, Will PlanningBelvedere Financial

By Brenda Spiering, Editor,BrighterLife.ca Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money? It happens all the time according to Jim Yih, author of the personal finance…

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Got an RSP and Turning 71?

December 15, 2014- RRIF, Finance, Life Stages, Retirement PlanningBelvedere Financial

If you have been accumulating wealth in a Registered Savings Plan and are turning 71 this year or next, you should be aware of the decisions you have to make.  The Income Tax Act says that you have to terminate…

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Four mortgage rules you need to know

November 17, 2014Featured Articles, Finance, Life StagesBelvedere Financial

There’s a lot to consider when applying for a new mortgage. Just because you can afford the price tag doesn’t mean you’re home safe. It is to state the obvious to say that buying a home is among the most…

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

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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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