604-677-3816 bo@legaciesfinancial.com
Legacies Financial Group
  • Home
  • About
  • Who We Serve
    • Business Owners
    • Individuals & Families
  • Services
    • Portfolio Management
    • Insurance Planning
    • Retirement Income Planning
  • Blog
  • Useful Links
  • Client Logins
    • My Portfolio+
    • Croesus Webinvestor
    • Canada Life
    • Pacific Blue Cross
    • Manulife Financial
    • Empire Life
    • Pacific First
  • Contact
Select Page
You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

by Legacies Financial Group | Aug 5, 2026 | Blog, insurance, investment

You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Legacies Financial Group | Jun 30, 2026 | 2026, Blog, insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
How to Catch Up on Your RRSP Contributions

How to Catch Up on Your RRSP Contributions

by Legacies Financial Group | Jun 1, 2026 | 2026, Blog, investment, Retirement

How to Catch Up on Your RRSP ContributionsIf you have ever felt behind on your RRSP, you are not alone. Life gets in the way, rent, a mortgage, kids, a period of lower income, and RRSP contributions get pushed to the back of the list.Here is the good news: unused RRSP...
What Is Life Insurance and How Does It Work?

What Is Life Insurance and How Does It Work?

by Legacies Financial Group | May 1, 2026 | Blog, estate planning, Family, life insurance

What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

by Legacies Financial Group | Apr 1, 2026 | 2026, Blog

Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
« Older Entries

Recent Posts

  • You Just Inherited Money: What to Do First
  • What Is Participating Whole Life Insurance?
  • How to Catch Up on Your RRSP Contributions
  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Recent Comments

No comments to show.

Bo Chew, CIM, CFP, CLU, CHFC

Financial Planner

Legacies Financial Group



Email:

bo@legaciesfinancial.com



Tel:

604-677-3816



Fax:

604-677-5803



Office Address:

311 – 4538 Kingsway,
Burnaby, BC, V5H 4T9

Bo Chew, CIM, CFP, CLU, CHFC

Portfolio Manager

R N Croft Financial Group Inc.



Email:

bchew@croftgroup.com

Privacy Policy