FAB Planning

Financial Planning for Grandparents, Families and Business Owners

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning

GRANDPARENTS & FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Insider News from FAB Planning

Why an advisor makes a difference in net returns over DIY investors

Apr 17, 2017

It’s a common question in recent times, especially in an age when technology and algorithms can make decisions at a fraction of the cost. Is it worth it to hire a financial advisor? Or is it better to save the fees and go for a DIY strategy? It depends who you ask but there are […]

What the Wealthy Know about Life Insurance

Mar 23, 2017

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the following: A life insurance advisor in California recently placed a $201 million dollar life insurance […]

Thinking of Cancelling Your Life Insurance?

Feb 20, 2017

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 did. For this reason it is advisable to have regular reviews to make sure you […]

Retirement – Are you Prepared?

Jan 23, 2017

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 clarity As you approach retirement, preparation and planning become extremely important to help ensure that […]

Does your Business Qualify for the Small Business Gains Exemption?

Dec 12, 2016

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 the Lifetime Capital Gains Exemption which says that, for 2016, up to $824,176* of capital […]

A Summary of Proposed Tax Changes in 2017

Sep 18, 2017

The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.

BC Budget Update

Sep 17, 2017

BC Finance Minister Carole James delivered the province's 2017 budget update on Sept. 11, 2017. The budget anticipates a surplus of $46 million for the current year, $228 million in 2018-2019 and $257 million in 2019-2020. As a result of the provincial election on April 11, 2017, the measures previously announced were not fully enacted.

Debt Load

May 14, 2017

Are you out of your debt comfort zone? Does it seem as though you’re paying too much to bill collectors and not enough for savings and the things you enjoy in life? If so, it’s a good idea to figure out just how much debt you have and compare that to how much you earn. […]

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FAB Planning is a division of Joran Holdings Ltd.

Financial Advisory- Estate Life Insurance- Annuities