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Babysitting & Brunch An Invitation for the Whole Family

April 6, 2017Written by Safe Pacific Financial Inc.
Join us for afternoon brunch, as the kids play and we do the same! Laurent and Robert from Safe Pacific Financial Inc. invite your family and friends for an afternoon of Babysitting & Brunch on Saturday April 29th. This event is for our clients and friends so if you have some friends with a family that we should meet, invite them! HOW IT WORKS:Trained Sportball coaches will lead the kids in various supervised sports activities for 2 hours from 2pm-4pm. While the kids are safe and playing, the adults will be 5 mins away brunching in peace. ABOUT SPORTBALL WHO…

Free Download: The Little Black Book of Scams

March 13, 2017Written by Safe Pacific Financial Inc.
March is fraud prevention month and the Competition Bureau of Canada has put together a great (free) resource on fraud awareness called The Little Black Book of Scams. Scammers and fraudsters are very sophisticated and know what buttons to push to get reactions or scam money and information from people.  Take a quick read though this guide for some safety basics. Parents, grandparents and other elderly people are often the targets of these scams. Please share this with them so they can gain some additional awareness and protect themselves from shady people. Download: The Little Black Book of Scams (PDF)

#ADULTING Delivering straight talk on adulting your finances - Wed Mar 22

March 8, 2017Written by Safe Pacific Financial Inc.
  Join us as we casually bring you together to review the basics in financial success. Mark your calendars, as we host #ADULTING March 22nd 2017   You will learn the basics on how to...  Set up your bank accounts so your bills are always paid on time and you don't overspend Pay yourself first so you can guarantee to build your savings (even when you think you can't) Build an emergency fund to give peace of mind and be prepared for any unexpected life situations Open up your retirement account and get started early with a simple plan Build…

Client VIP Beer Tasting at Red Truck Invitation - Jan 18, 2017

January 11, 2017Written by Safe Pacific Financial Inc.
On Behalf of the Safe Pacific Financial Inc. team, we invite you to join us for beer and appetizers as we bring you together for a complementary evening of fun. Our intention here is simple, to ignite good conversation over great beer. Come together as friends and clients of Safe Pacific and meet and mingle with those who like you, have taken the steps to navigate the financial landscape of their future. Date: Wednesday January 18th 2017 Time: 6:30pm - 8pmPlace: Red Truck Brewery, 2nd Floor (295 East 1st Avenue, Vancouver V5T 1A7 click for map)Price: Our Gift to you…

Donald Trump Elected President - Some Market Commentaries

November 9, 2016Written by Safe Pacific Financial Inc.
The United States presidential election is finally over and Donald Trump has won. Here are some market commentaries from our partner insurance and investment companies. Desjardins - Economic News - Trump Named 45th President of US GLC Asset Management - Commentary on US Election Results Equitable Life - Market Commentary US Election Manulife Investments - US Election Impact Cumberland Wealth - You're Hired, Commentary on the US Presidential Election  
  The strategy we outline in this blog posting helps solve 2 main problems for business owners: 1) They need the insurance 2) They want to know how to pull retained earnings from their company in the future without losing 1/2 of it to taxes Here's an infographic for shared ownership critical illness insurance (also called "Executive Health Savings Plan" or EHSP.) In this infographic, we outline the concept, how it works, sample study and how it can benefit you. Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their…

Client Thank You and Happy Hour - Thurs Oct 13

September 16, 2016Written by Safe Pacific Financial Inc.
As we head into the end of 2016 it's a great time to come together with old friends and to meet some new friends. You're invited to join us for an October happy hour at our office. We'll supply all the food, drink and music so you don't need to bring anything. This will be a good opportunity for you to meet with some of our other clients and industry partners and share ideas with like-minded people. For this event we've partnered with local brewery Strathcona Beer and Fraser Street's own Pizza Carano to keep you hydrated and fed. When:…

How to Pay for School - Sources of Money for Education

September 9, 2016Written by Safe Pacific Financial Inc.
  Here's an infographic and article on "Sources of money to pay for post-secondary education." In this infographic, we outline the the different sources for post-secondary education. This year there's an additional $1,200 grant from the BC Government for children between the ages of 6 - 9 years old. Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you're capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind. We outline…

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