Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP

I am a Financial Planner (mutual funds with Investia). Please click on my website for important legal and regulatory disclosures. These opinions are my own.

[BNN Bloomberg @BNNBloomberg]

Carney unveils corporate tax 'mega deduction' https://t.co/FlxX5tXL2y

[Hillel Neuer @HillelNeuer]

The Dutch people honor their World War II liberators by lighting candles on Christmas Eve at all the war graves.

At the 🇨🇦 Canadian cemetery in Groesbeek, thanks to hundreds of volunteers, a candle has been lit at each of the 2619 graves, and will stay burning tomorrow.

[Jason Pereira @jasonpereira]

Given the nonsense I am reading online now about selling cottages to kids for less than fair market value, I thought it best to break out this classic

[FP Canada @OfficialFPCan]

Tashia Batstone, President & CEO of FP Canada, discusses Canadian title protection two years after its implementation in Ontario. Read her latest op-ed in @IE_Canada: https://t.co/nxax3yzwIQ

#CFP #FinancialPlanning #consumerfirst #titleprotection

[BNN Bloomberg @BNNBloomberg]

Read the full text of the Bank of Canada rate decision https://t.co/dAgezj1wP9

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

With the #FHSA being less than one year old, it isn't too early to consider the estate implications if someone dies while holding an FHSA. This article offers a good summary of the rules.

#FirstHome #FinancialPlanning #EstatePlanning #Kelowna #Okanagan https://t.co/Lf0O99a4QX

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Vacation or rental property, or both? Here are the taxes you can expect on a secondary property in Canada, as well as deductions you can claim.

#TaxPlanning #FinancialPlanning #Kelowna #Okanagan https://t.co/6lr2whwd8b

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

The BoC has decided to end its 2023 rate decision cycle by keeping its target policy rate steady. In deciding to hold its target rate at 5%, the BoC had to weigh conflicting economic signals on inflation, economic growth, & employment.

#Kelowna #Okanagan https://t.co/KUsrdCfHB1

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Canadian small- and medium-sized enterprises (SMEs) are falling behind on innovation and productivity as they face multiple barriers to investing in new technologies, according to a new report by Desjardins Economics.

#smallbusiness #Kelowna #Okanagan https://t.co/pfQkxkeGpm

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Canada's #economy has less competition than it used to, new report says: Analysis of 20 years of data shows competition is getting worse, not better.

#Kelowna #Okanagan https://t.co/K3HIguid3m

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

How to avoid probate fees in Canada. Avoiding probate fees involves implementing strategies such as using beneficiary designations, joint ownership & establishing trusts.

#FinancialPlanning #EstatePlanning #Kelowna #Okanagan https://t.co/hIH8NGzKft

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

You may be a busy person and feel like you’re always strapped for time and energy. This way of life can take a toll The post Tips For Taking Good Care Of Yourself.

#Kelowna #Okanagan https://t.co/2UwVdb73qV

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Emergency funds and #insurance: your best bets to prepare for the unexpected.

#FinancialPlanning #EmergencyFunds #InsurancePlanning #Kelowna #Okanagan https://t.co/xHkkjev7cT

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

In today's world, giving your family financial backing is important. Life insurance ensures your family will have financial security. So if you've started earning or are newly married, it may be time to learn more about life insurance. #Kelowna #Okanagan https://t.co/GHw0okjIeS

[Bowinn Ma @BowinnMa]

⚠️ NEW EMERGENCY ORDER: Accommodation Travel Restrictions

Effective immediately, non-essential travel into several Okanagan communities involving stays in temporary accommodation is not allowed. If you are planning to head into these areas for holidays, don’t. (1/🧵)

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

@KenSimCity Thank you, @KenSimCity!

[Mayor Ken Sim @KenSimCity]

After receiving the request from Emergency Management B.C., Vancouver Fire Rescue Services is deploying 2 wildland apparatus and 6 firefighters to Kelowna tonight.

The City of Vancouver is proud to stand with the people of Kelowna. Thank you to all the heroes fighting to save homes and lives.

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Selling your business is a significant milestone, signifying the end of one chapter and the beginning of another. As you embark on this new journey, here are some tips to approach it.

#FinancialPlanning #Kelowna #Okanagan https://t.co/Ymd5jWPeZb

[Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP @ChrisGormanFP]

Nine Ways to Teach Kids Good #Money #Habits at Any Age. These three tips for each of three age ranges keep money topics age-appropriate, starting with the concepts of accumulation and value.

#MoneyHabits #Kelowna #Okanagan https://t.co/e0DoVdwXik