Canbor Financial Inc.

Canbor Financial Inc. A Independent Advisor whose primary focus is corporate succession planning and estate planning. What does that mean?

As a Independent advisor, I help clients by realigning their financial expenditures with their core values . In today's world, we are constantly bombarded with opportunities to spend our money. Unfortunately, this " desired based" spending may leave you in a situation where there really isn't enough left over at the end of the day to take care of the things that are really important to you. I help

you uncover these important things, then develop a plan to ensure they do not get left behind. I work with you to identify certain risks that may roadblock your plan. You then select the risks you deem the most important and then together we design a solution that mitigates or eliminates their potential impact. Throughout the planning process I apply high level, unbiased, independent quality advise to ensure you have a secure financial future. As a Independent Advisor i also work with a network of accounting, legal, tax, structure, estate and banking professionals to ensure no detail in your personal or corporate planning is left unturned. The team sweats the big stuff and the small stuff. I then bring these professionals to you or work in tandem with your existing advisors in order to accomplish your planning goals. As a Independent advisor ensures Independence with broad based access to all major financial service providers in Canada. I don't represent a company.... I represent YOU.

01/24/2025

A single Canadian needs between $1.5M and $2.2M to retire w/o a mortgage. Have a mortgage? Plan for $2.2M to $2.9M. Interested in other scenarios?

03/11/2024

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12/15/2023

When collecting disability, retiring early is an option. But find out how that can impact disability income and retirement plans.

06/15/2023

At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen. We still aren’t holding our breath for a return to the macro environment of the last decade. Indeed, headwinds for economic growth, such as high inflation, high interest rates and lower productivity, continue...

02/01/2023

Todd Mattina, senior vice-president and chief economist with Mackenzie Investments, says investors may have been lulled into false optimism by late-year rally

12/14/2022

Both travel insurance and certain credit cards can reimburse you for losses while traveling. Use this guide to decide which one you need.

12/08/2022

Consider these five factors before deciding whether to contribute to a registered retirement savings plan (RRSP) or a tax-free savings account (TFSA).

12/08/2022

Are investment fees tax deductible? What is capital gains tax and how does it work? We answer all your burning questions going into the 2022 tax season. Are investment fees tax-deductible? What is capital gains tax and how does it work? We answer all your burning questions going into the 2022 tax se...

11/09/2022

There’s been a lot of talk recently about the stock markets moving into bear territory. What does that mean and what do you need to know?

Be aware of the tax implications if you are trading in your TFSA
10/26/2022

Be aware of the tax implications if you are trading in your TFSA

Tax Free Savings Account (TFSA) dispute in Louie v. Canada, 2019 FCA 255. Taxpayers can dispute a TFSA assessment or request a penalty waiver.

Beat the banks, give me a call for further information.
10/26/2022

Beat the banks, give me a call for further information.

Address

AEP Building # 10, Unit 201 10271 Shellbridge Way
Richmond, BC
V6X2W8

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