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Financial Calendar 2024

Financial Calendar 2024

by LJC Insurance | 29-rd+00:00Z-1986 | Blog, Family, Financial Planning, Investment, Registered Education Savings Plan, Retirees, retirement, rrsp, tax, Tax Free Savings Account

2024 Financial Calendar Welcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...

2023 Year-End Tax Tips and Strategies for Business Owners

by LJC Insurance | 29-th+00:00Z-1986 | Blog, tax, Tax Free Savings Account

Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.   Salary/Dividend Mix As a business owner, an essential part of...

2023 Personal Year-End Tax Tips

by LJC Insurance | 29-th+00:00Z-1986 | Blog, tax, Tax Free Savings Account

The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes! In this article, we’ve covered five different major types of 2023 personal tax tips: Investment...
Tax Free Savings Account

Tax Free Savings Account

by LJC Insurance | 29-nd+00:00Z-1986 | Blog, Tax Free Savings Account

Understanding the Tax-Free Savings Account (TFSA) is essential for all Canadian residents looking to make the most of their investment opportunities. In this comprehensive guide, we will break down everything you need to know about TFSA, from eligibility requirements...
Do you have enough for retirement?

Do you have enough for retirement?

by LJC Insurance | 29-st+00:00Z-1986 | Blog, pension plan, Retirees, retirement, rrsp, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by LJC Insurance | 29-rd+00:00Z-1986 | 2023, Blog, rrsp, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
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We provide portfolio management combined with ongoing financial planning. Clients have direct access to our investment team. Private Client Group professionals carry Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations and have extensive experience in effective client communication. They are members of the firm’s Investment Committee and are present at portfolio management meetings, working closely with First Avenue’s Chief Investment Officer. They have an in-depth understanding of portfolio holdings and market outlook. First Avenue clients also have access to the firm’s Chief Investment Officer.

  • Financial and estate planning as part of the ongoing client experience
  • Professional money managers, not professional salespeople
  • No commissions or trailer fees
  • Transparent, straightforward investment strategy
  • Regular communication in human language
  • Direct access to the firm’s Chief Investment Officer
  • Portfolio Managers’ own capital invested alongside yours

Often, lacking great advisors is not the shortfall. Successful families have one or more advisors they trust and have worked with for years. The common weakness exists in the fact that there is not a formal process to how one’s advisors communicate and work together. As a result, there is little co-ordination and integration among strategies and advice from one’s various advisors. This is what our Advisory Board service solves.

After getting to know you and understanding your structure, the first step then for every First Avenue Family Office client begins with building their families’ Advisory Board. Understanding which trusted advisors you already have in place and which we need to add to complete the team: your Advisory Board. We are not here to replace any trusted advisors you may already have, but rather complete the voids and provide a structured platform where all work collaboratively on an integrated basis for your benefit.

Once your Advisory Board is in place, it is our responsibility to co-ordinate and lead the activities of your board. It may sound formal and it can be but it can also be as simple as ensuring ongoing coordination and integration of tax, investment, risk management, trusts and legal professionals. The result is a client experience where one is certain that the various considerations are heard and deeply contemplated.

A full-time collaborative approach considering all facets of your wealth: this is the Family Office difference.

Your Family Financial Statement

Every asset you own, from investment portfolios and real estate to fine art, summarized on one document. The dashboard to every conversation. Kept up to date and reported to you quarterly. When doing any planning, we look at your entire picture and our Advisory Board will consider all angles. It’s about much more than just investments.

Wealth Planning & Co-Ordination

Whether it’s an immigration lawyer because your child is considering moving to the US after post-secondary studies, or it’s executing a complicated estate planning strategy with various trusts in multiple jurisdictions, we are relentless with planning for every facet of your financial world. But, planning is only the first step. Execution is equally important and we are beside you through the entire process. Rather than simply providing a referral and leaving the rest to you, we co-ordinate, and lead execution, attending meetings with your auxiliary professionals to ensure accurate integration at all stages. You avoid dealing with too many individuals and benefit from a further layer of governance on the work being done.

Family Education

As your children become more independent, there may come a time where you wish to start involving them more in managing family finances. This is the pre-cursor to them making their own sound decisions in the future. Properly preparing beneficiaries for these responsibilities is essential. In conjunction with you, First Avenue Family Office organizes roundtables involving all generations and leads regular interactions to progress education and instill confidence in future generations. This education about the stewardships of wealth motivates successors to increase their involvement, which is invaluable in preserving wealth and family culture.

Family Dispute Resolution & Counselling

Every family is complex, and wealth can add a unique dimension to family dynamics. Emotions often replace rational and sound reasoning. Combine this with multiple beneficiaries with different personalities and objectives and it can create divisions within a family. As a trusted, objective partner, we create a safe platform and help guide conversations, allowing family members to maintain healthy relationships. Every beneficiary and family member has their own personality and differing financial needs. We work with each member and incorporate all objectives into the overall family wealth plan. This preserves relationships, wealth and the family legacy.

Philanthropy & Family Legacy

Wealth brings the opportunity to create impact. Before this, it is crucial to focus on oneself to understand: What is your legacy? What are your values and motivations? First Avenue Family Offices ask the appropriate questions and guide conversations to ensure philanthropists to have the greatest impact and create a family legacy. Our Family Office service captures all of the details of your financial world and helps your family make sense of it all. The result: addressing every facet of your financial life in an integrated and personal manner. We understand family dynamics and complexities and will take the necessary time to get to you know you and work through all important areas that need to be planned for.

Contact Us

602-4211 Kingsway
Burnaby BC V5H 1Z6

Tel: 604-737-8202
Toll Free: 1-877-294-8202
Fax: 604-737-4292

Email: admin@ljcinsurance.com

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