NEWS + SUPPORT

Keep up to date with the latest news and helpful websites that share important information
related to your business and personal financial needs.

Helpful Websites

GetSmarterAboutMoney.ca

Canadian Credit Report

Canada Revenue Agency

Canada Pension Plan

Employment and Social Development Canada

Canada Life & Health Insurance Association Inc.

Canadian
Financial News

Bloomberg

Canadian Business

Financial Post

Globe & Mail Report on Business

Globe Investor

Investment
Account Info

RRSP (Registered Retirement Savings Plan)

RRIF (Registered Retirement Income Fund)

RESP (Registered Education Savings)

TFSA (Tax-Free Savings Account)

RDSP (Registered Disability Savings Plan)

LATEST NEWS

2024 Year-End Tax Tips and Strategies for Business Owners

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.
Read more

2024 Personal Year End Tax Tips

Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.
Read more

Understanding Taxes Payable at Death in Canada

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.
Read more

RDSP Explained

Secure the future for loved ones with disabilities through the Registered Disability Savings Plan (RDSP). Take advantage of tax-deferred growth and generous government contributions to build long-term financial security. Learn how the RDSP can be a powerful tool for your family's financial planning.
Read more

Understanding the Registered Education Savings Plan (RESP)

Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!
Read more

What is disability insurance?

Discover how disability insurance can safeguard your income if you're unable to work due to injury or illness. Learn about the benefits, how it works, and why it's crucial for everyone, especially the self-employed.
Read more

NEWS + SUPPORT

Keep up to date with the latest news and helpful websites that share important information related to your business and personal financial needs.

resources

2024 Year-End Tax Tips and Strategies for Business Owners

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.
Read more

2024 Personal Year End Tax Tips

Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.
Read more

Understanding Taxes Payable at Death in Canada

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.
Read more

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.