FAB Planning

Financial Planning for Grandparents, Families and Business Owners


Helping achieve your financial goals through financial planning


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


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 […]

2018 Federal Budget Highlights for Families

Mar 04, 2018

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

2018 Federal Budget Highlights for Business

Mar 04, 2018

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

BC Budget Highlights 2018

Feb 22, 2018

BC Finance Minister Carole James delivered the province's 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020.

RRSP Deadline is March 1, 2018. How much tax can you save?

Jan 28, 2018

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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FAB Planning is a division of Joran Holdings Ltd.

Financial Advisory- Estate Life Insurance- Annuities