This is a common question that most start to consider as they approach their retirement years. There are typically 3 phases of retirement spending...
QUESTIONS FROM CLIENTS: WILL I HAVE ENOUGH TO RETIRE?
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10 BASICS OF SETTLING AN ESTATE
Navigating the estate settlement process is often an overwhelming task during an already difficult time. It can be challenging and time consuming,...
QUESTIONS FROM CLIENTS: HOW DOES AN RESP WORK?
In this edition of Questions From Clients, Kelley Doerksen, CFP®, CIM® explains how RESPs (Registered Education Savings Plans) work. Learn about...
3 CORE ESTATE PLANNING DOCUMENTS
Estate planning ensures that if you are physically or mentally incapacitated, your affairs will be managed in a manner that you have prescribed and...
QUESTIONS FROM CLIENTS: HOW DO I READ MY INVESTMENT STATEMENTS?
If you feel confused when you look at your investment statements, you're not alone. We often get asked how to read and understand the information on...
QUESTIONS FROM CLIENTS: HOW DOES MY PENSION WORK?
If you have a Defined Benefit Pension Plan (DB Pension), you likely have questions about how it works and how it interacts with your overall...
HAPPY INTERNATIONAL WOMEN’S DAY
In honour of International Women’s Day, we are celebrating and featuring each of the inspiring women on our team. We asked them to share their...
IMPORTANT TAX FILING INFORMATION
The following is general tax filing information that may or may not apply to you. If you have a Non-Registered account and there was activity...
HOW ARE MY ASSETS TAXED UPON DEATH?
One of the objectives of estate planning is to review and minimize potential taxes on your remaining assets. Lets review how some common assets...
WEBINAR INVITATION: PROTECTING YOUR ESTATE
We invite you to join us for an upcoming webinar, Protecting Your Estate hosted by Daniel Collison on March 16, 2022 7:00-8:00pm. Register for the...
QUESTIONS FROM CLIENTS: WHAT TAX SLIPS SHOULD I EXPECT TO RECEIVE?
In our new video series, we answer common questions from our clients. In this video, Kelley Doerksen, CFP® explains the tax slips generated by...
WHAT IS THE DIFFERENCE BETWEEN A TFSA & RRSP?
We often get asked what the differences are between a TFSA (Tax-Free Savings Account) and RRSP (Registered Retirement Savings Plan) account. We've...
ANNUAL RRSP & TFSA LIMITS + DEADLINES
Here are the contribution limits and cut-off dates for RRSP and TFSA contributions if you are planning to make one this year and have not already...
2021 HOLIDAY HOURS
Our office will be closed for the Holidays from Thursday, December 23 at 4:30pm through Friday, December 31. We will also have reduced staff working...
IT’S OUR 20TH ANNIVERSARY
We are honoured to announce this May 2021 marks Blackburn Davis Financial’s 20th Anniversary. Thank you sincerely to our clients for the support and...
KELLEY DOERKSEN BECOMING PARTNER
It is with heartfelt congratulations that we welcome Kelley Doerksen, CFP®, CIM® as partner in Blackburn Davis Financial Inc.
2020 RRSP & 2021 TFSA Contributions
Here is a friendly reminder of the contribution limits and cut-off dates for RRSP and/or TFSA contributions if you are planning to make one this year, and have not already done so.
USING YOUR RESP ACCOUNT
When the time comes to withdraw from your RESP, most people have many questions. There are a few things to keep in mind when you wish to withdraw...
BLACKBURN DAVIS FINANCIAL REBRANDING LAUNCH
You may have noticed we have adopted a new look. Some changes in Securities Regulations have made it necessary for us to hold ourselves out...
BDF OFFICE ADDRESS UPDATE (NOTE: PHYSICAL OFFICE LOCATION IS NOT MOVING)
We wanted to inform you that our office mailing address will change effective June 1, 2020. Please note that our physical office location...