Jesse Martyn, CFP, CLU
Nearby finance companies
355 Burrard Street
Burrard Street
Burrard Street
W. Hastings Street
Burrard Street
V6C3A6
Burrard Street
V6C3A6
Burrard Street
Burrard Street
Hanning Drive, Burnaby
Burrand Street
Jesse Martyn, CFP, CLU: I help successful families preserve, grow, and transfer their wealth, values,
10/17/2023
While the notion of ‘finding purpose' may not be everyone's priority, the concept of Ikigai may be one way to frame the thought process as you consider your non-financial retirement plan. Contact us today to discuss.
09/26/2023
Leaving someone a vacation home seems like the perfect gift… until it isn't. When preparing for the succession of a secondary residence, it's important for family members to discuss their wishes and understand the associated tax implications. Do you have a practical succession plan in place? Contact us today to discuss.
Source: https://blog.remax.ca/can-you-afford-to-inherit-your-family-cottage-in-canada/ #:~:text=According%20to%20a%20Leger%20survey,or%20plan%20to%20own%20a
Did you know that charitable giving can help offset additional taxes owed upon death? This short video highlights 5 charitable gifts you can leverage to maximize your estate planning goals. Connect with us to incorporate these strategies into your financial plan.
04/18/2023
Friendly Reminder: May 1, 2023, is the deadline to file your taxes for your 2022 return. Contact us today to discuss.
04/11/2023
For many investors, the slowing housing market has changed their approach to retirement planning. As the market continues to evolve, we are prepared to help you plan for the future. Contact us today to discuss.
Source: www.newswire.ca/news-releases/canadian-home-sales-begin-2023-at-14-year-low-844680389.html
04/11/2023
This is a revolutionary insurance option for . Canada Life's My Par Gift life insurance lets you make a one-time premium payment donation that provides an immediate tax credit. Magnify the impact of your donations to build a lasting legacy. Contact me for more information.
Canada Life My Par Gift life insurance share.vidyard.com
As prices rise, money buys less. A 3% inflation rate would decrease the purchasing power of $100 today to approx. $74 in 10 years' time. As an investor, it's important to ensure that your assets can grow to offset the effects of inflation. Contact us to discuss.
03/31/2023
Canada Life has launched a participating life insurance product designed to be donated to a registered charity and that seeks to resolve concerns around insurance trafficking
New insurance product for charitable donations meant to minimize trafficking risk investmentexecutive.com
03/30/2023
The 2023 federal budget has been released. Notable highlights include changes to intergenerational business transfers, amendments to minimum tax rules, and increases to RESP withdrawal limits. To maximize your understanding of the latest measures and how they could potentially affect you, contact us.
2023 Federal Budget Highlights image.crm.cgf.com
03/30/2023
Are you doing all you can to save on taxes?
For year-end tax planning considerations, contact us.
03/30/2023
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609 Granville Street
Vancouver, BC
V7Y1H2
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950-510 Burrard Street
Vancouver, V6C3A8
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