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    Network of Professionals

    June 3, 2024
    As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.
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    NEWS + SUPPORT

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    Tax Lines to Look Out For on Your 2025 Canadian Tax Return

    April 1, 2026
    The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.
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    2026 Canada Money Facts

    March 2, 2026
    2026 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!
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    B.C. Budget 2026: What It Means for You

    February 19, 2026
    The B.C. Budget 2026 introduces a lowest tax rate increase from 5.06% to 5.6% on the first $50,363 of income. PST will now apply to accounting, engineering, and strata fees. Property taxes are rising for luxury and rural homes. However, a new $6,000 disability benefit and doubled volunteer credit provide some relief.
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    Surrey Office

    604-596-7188
    info@creststonewealth.com

    210 – 5455 152nd St
    Surrey, BC
    V3S 5A5

    KELOWNA OFFICE

    250-860-8389
    info@creststonewealth.com

    1100-1631 Dickson Ave
    Kelowna, BC
    V1Y 0B5

    ABOUT

    Creststone Wealth is a financial planning, investing + insurance firm located in British Columbia, serving clients across Canada.

    NEWSLETTER

    OUR DEALER

    Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

    Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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