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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 2pm

BPF Wealth

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Canada
Nanaimo, BC
BPF Wealth

Business Planners Financial Ltd. is dedicated to assisting clients with the preservation and enhancement of wealth.

We work with business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. We work with corporations, business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. Our comprehensive planning process is designed to establish the client’s priorities and implement strategies to meet their goals. Having a financial plan

is essential if one wishes to maximize wealth accumulation. We use a simple three step approach to building and preserving our clients’ wealth.

1.The first step is taking an honest look at where you are now. Understanding what the current situation is helps to identify what needs to happen to improve that situation. We strive to identify areas of wealth leakage and assist our clients in finding efficiencies that enhance their financial position.

2.The second step is gaining an understanding of where you would like to be in the future. It is much easier to get where you want to go if you have a destination in mind. Once we understand that vision and share your vision for your future we are able to develop the plan accordingly.

3.The third step is plotting the course. This involves creating and implementing the strategies that will lead you to your desired outcome. It also involves ongoing monitoring of your progress and making adjustments as required. Helping you achieve your goals is our mission and it is our greatest reward. We have a vested interest in helping you be successful as your success is what makes us successful too. Our understanding of the common challenges faced by Canadian tax payers puts us in an ideal position to develop strategies that will lead to enhanced financial success. It is our special attention to the unique circumstances and financial position and goals of each client that sets us apart. Our comprehensive planning process is designed to establish the client's priorities and implement strategies to meet their goals. Wills and Trusts

- Probate Reduction
- Estate Conservation
- Tax Reduction
- Family Trusts, Spousal Trusts, Alter Ego Trusts

Tax Planning

- Corporate asset transfers
- Retirement compensation arrangements
- Individual pension plans
- Corporate restructuring

Risk Management

- Segregated Funds
- Employee Benefits
- Disability insurance
- Life insurance
- Corporate Ownership
- Private Health Services Plans

03/13/2025

Good advice!

05/02/2024

Enter to win $8,000 cash!
Contest from May 1 to June 30

You could win $8000 and have a chance to bring home ownership a little closer!

10/19/2023

Enter for a chance to win $10,000 from Fidelity! Contest runs until Nov 30, 2023

How does getting $10,000 closer to your retirement goals sound?

09/19/2023

https://www.nesto.ca/ia/karl-bloedorn
Have a mortgage renewal coming up? Check out the competitive rates at Nesto! They are quick and easy to deal with 👍

I would 100% recommend nesto. Everyone we worked with was so helpful and they answered any and all of our inquires quickly. We were first time home buyers so we had a lot of questions

04/19/2023

The Tax-Free First Home Savings Account (FHSA)

Home ownership just got closer.
Buying a home can be a challenge for many first-time home buyers, but a new registered account – available now April 2023 – is aiming to help Canadians save towards their first home.

Is the FHSA right for you? Let us help you navigate the rules around this new account type and see if the FHSA will work for you!

07/05/2019

Some insight from David Fingold, portfolio manager of the dynamic global dividend fund.

David Fingold, vice-president and senior portfolio manager at Dynamic Funds, shares his top picks: Elbit Systems, Progressive Corporation and Sika AG.

06/17/2019

"...in exchange for its stake, the CMHC would get to participate 'in the upside and downside of the change in the property value' — which means they would be entitled to any corresponding increase in the value of a home when the buyer eventually sells."

The government has released details of a program it announced during the last federal budget, an initiative that could see Canada's housing agency contribute up to 10 per cent of the price of a buyer's first home if certain conditions are met.

06/10/2019

Interview with an industry legend, Warren Buffett. Good reminder to run the course and not over analyze short term if you know you're a long term investor. Important after May's 5.87% drop in the S&P500 (S&P back up 5.55% June 1st to June 10th.) As well some political views, both fiscal and social.

Warren Buffett needs little introduction. He's the godfather of modern-day investing. For nearly 50 years, Buffett has run Berkshire Hathaway, which owns ove...

05/31/2019

The BPF team (Karl Bloedorn, Anne Marie Dryden, Hans Bischoff) spent Wednesday in Vancouver attending Fidelity's due diligence conference. This is one of the multiple seminars we attend every year in order to continue providing top level service, advice and performance.

05/27/2019

We still have room for you tomorrow if this topic is of interest to you! Patrick Hawkins the District VP from Fidelity Investments will also be presenting.

Address

680 N. Terminal Avenue
Nanaimo, BC
V9S4K2

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 2pm

Website

http://www.bpfwealth.ca/

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