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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

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

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

Budgeting basics, smart goals - and pay yourself first!  Read

Good spending vs. bad spending  Read / Watch / Transcript

Property 101: Buying your first home  Read

Stocks vs. bonds: Why some people lose at a winners’ game  Read

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

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

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

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

OAS: To defer or not? And for seniors 75+, an increase  Read

Annuities: Is now the right time?  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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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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