We believe in independence in every area of your life, financially, professionally, and personally.
JYC Financial provides truly objective, expert financial, estate, and succession planning services. Intelligent decision-making made easy.
135 FB users likes JYC Financial, set it to 8 position in Likes Rating for Surrey, British Columbia in Small business category
Easter's over! Have you filed your taxes? Go file your taxes.
Do you have a child born 2007 or later? Do you live in BC? The BC Training and Education Savings Grant (BCTESG - just rolls off the tongue!) will be available to your child. That's $1,200 in free money. Make sure you open an RESP before your child turns seven years old and start your application this August.
What do all the letters mean? Designation Education Day 5: C.L.U. - "Chartered Life Underwriter" A CLU designation indicates a professional advisor specializing in solutions for individuals, business owners & professional in income replacement, risk management, estate planning, and wealth transfer. There are no life insurance or underwriting related courses or training - which makes it an oddly-named designation. Education: CFP courses, plus Advanced Taxation, Law, and Advanced Estate Planning. Requires adherence to a Code of Professional Conduct and mandatory Continuing Education each year.
2016 is bringing significant tax changes for estates, testamentary trusts, charitable giving at death, and insurance policies. Now is the time to review your estate - with JYC, with a lawyer, just get it done - unless you have specific plans to die this year!! #estateplanning #tax #insurance