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    When and Why You Should Conduct an Insurance Audit

    November 1, 2022
    As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.
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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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    Tax-Free Savings Account vs Registered Retirement Savings Plan

    February 2, 2026
    Tax-Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) are two of the most effective tools Canadians can use to save tax-efficiently. While TFSAs offer tax-free growth and flexible access, RRSPs provide tax-deductible contributions and tax-deferred growth. Understanding how each account works — and how withdrawals affect taxes and benefits — can help you decide when to use one, the other, or both.
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    ABOUT

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

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    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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