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Videre Financiers
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 Videre Financiers | 29-nd+00:00p-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...
2023 Financial Calendar

2023 Financial Calendar

by Videre Financiers | 29-nd+00:00p-1986 | 2023, Blog, Financial Planning, retirement, rrsp, Tax Free Savings Account

Welcome to our 2023 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 these dates to your...
TFSA versus RRSP – What you need to know to make the most of them in 2022

TFSA versus RRSP – What you need to know to make the most of them in 2022

by Videre Financiers | 29-st+00:00p-1986 | 2022, Blog, rrsp, Tax Free Savings Account

TFSA versus RRSP – What you need to know to make the most of them in 2022 TFSAs and RRSPs can be significant savings vehicles. To help you understand their differences, we have put together this article to compare: TFSA versus RRSP – Differences in deposits TFSA...

TFSA vs RRSP – What you need to know to make the most of them in 2021

by Videre Financiers | 29-st+00:00p-1986 | 2021, Blog, rrsp, Tax Free Savings Account

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can provide significant tax savings. To help you understand the differences, we compare: TFSA versus RRSP – Differences in deposits TFSA versus RRSP – Differences...

2021 Financial Calendar

by Videre Financiers | 29-th+00:00p-1986 | 2021, Blog, personal finances, rdsp, Registered Education Savings Plan, retirement, rrsp, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...

Personal Tax Planning Tips – End of 2020 Tax Year

by Videre Financiers | 29-nd+00:00p-1986 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, disability insurance, Family, financial advice, Financial Planning, health benefits, pension plan, rdsp, Registered Education Savings Plan, rrsp, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
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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

Suite 1810
1075 West Georgia Street
Vancouver, BC V6E 3C9

Tel: (604) 689-8289 ext. 7282
contact@videre.ca

We are committed to our clients.

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