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The Stan Clark Financial Team

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Financial and estate planning

Address 1285 West Pender Street Suite 400 Vancouver BC, V6E 4B1
Telephone Number (604) 641-4361
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The Stan Clark Financial Team’s Perspectives on

Financial and Estate Planning

Key Readings

 

Financial planning is important – and well worth it.

We plan for vacations, home renovations, weddings, and even shopping trips. Anything that is important to you deserves to be planned, and that includes our finances! Financial planning can help you organize and simplify your life, and it doesn’t need to be complicated.  Learn more 

 

Our financial planning process

Discover the four steps our team uses to break the complexity of financial planning into easy, bite-sized pieces – giving you a continually updated financial roadmap for the rest of your life.  Learn more

 

Financial fundamentals

Three of the most important financial fundamentals – life expectancy, inflation and compound interest.  Learn more

 

Personal finance 101

Want an easy-to-read summary of some key personal finance topics such as how to save for retirement, RRSPs, TFSA, and more, all together in one document?   Learn more
 

 

Perspectives articles by topic
Written by Sylvia Ellis, Senior Estate Planning Specialist

 

Our articles on return assumptions

Return assumptions for financial plans – Part 1: Life is like a box of chocolates   Read

Return assumptions for financial plans – Part 2: When seven percent is not seven percent   Read

Return assumptions for financial plans – Part 3: Our solution   Read

Our articles on estate planning

Why you need a Will   Read

Do you have someone to act on your behalf?   Read / Watch / Transcript

Alter ego and joint partner trusts   Read

Our articles on insurance

How life insurance can help you and your family   Read / Watch / Transcript

Safeguarding your estate: The role life insurance can play   Read

Life insurance can be a valuable corporate investment both for you – and your estate   Read

The advantages of charitable life insurance   Read

How you can use life insurance as an investment   Read / Watch / Transcript

Disability Insurance: Do you have enough?   Read

Critical illness insurance: Is it for you?   Read / Watch / Transcript

Long-term care funding options: What's best for you?   Read / Watch / Transcript

Our articles for business owners

Business succession planning   Read / Watch / Transcript

Business owners: You can diversify by buying shares of public companies   Read / Watch / Transcript

Individual Pension Plans   Read

Our articles on charity

Giving until it feels good   Read / Watch / Transcript

Charitable Giving   Read / Watch / Transcript

Universal Outreach maximizes donations for the greatest impact   Read / Watch / Transcript

Health for Humanity   Read / Watch / Transcript

Donor advised funds  Read

Private foundations: A more personal way of giving  Read

Our tips for the younger generation

Tips for the younger generation: Saving – it pays to start early!   Read / Watch / Transcript

Prepare for your future self   Read / Watch / Transcript

To start putting money away, first get back to the basics   Read / Watch / Transcript

Saving – your pennies and your peace of mind!   Read / Watch / Transcript

Good spending vs. bad spending   Read / Watch / Transcript

Property 101: Buying your first home   Read / Watch / Transcript

Entering the stock market: Main points for every beginner to know   Read / Watch / Transcript

TFSAs: An important, effective way to grow your wealth   Read / Watch / Transcript

RRSPs: You can't start saving for retirement too early!   Read / Watch / Transcript

Stocks vs. bonds: What's the difference?   Read / Watch / Transcript

Millennials' endgame: Financial independence — Conclusion of a series   Read / Watch / Transcript

Combined series

Other articles on financial and estate planning

The paradox of aging: Why getting old makes you happier   Read

When should you start taking CPP?   Read

B.C. Property Tax Deferment Program for Seniors   Read / Watch / Transcript

Pension Income Tax Credit could mean more money for you   Read / Watch / Transcript

Put your money in a TFSA or an RRSP?   Read

Registered Disability Savings Plans: Changes you should know about   Read

RESPs: What to do when funds-withdrawal time comes   Read

Are you a retiree? The Pension Income Tax Credit may reduce your taxes   Read

Prescribed rate loans   Read

2022 Federal Budget: Highlights for individuals and home owners   Read

 
 
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