finance

Investment Update: Why actively re-balancing portfolios has been the priority
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We are actively re-balancing based on market circumstances. The following is an example of what we expect our portfolio manager partners to be doing for our clients: In late 2019…

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Now is the time: Review your Estate Plan
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The COVID-19 pandemic is an unprecedented event. It’s giving us time to reflect on the importance of family — including giving our family the legal tools to help if and…

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COVID-19: What Fischer Financial would like you to know
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Since the start of my career as a financial planner this is the 4th significant pull back in the financial markets. We recommend portfolio managers have a balanced, dividend strategy…

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Fischer Financial Services newsletter
November News
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Check out our latest newsletter! In this issue, we wanted to share a couple of new tools that we believe will be of great value to our clients, what we’re…

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Is your family prepared to inherit?
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Has your life changed since your last will update? It could be time to update your estate plan. In our continuing efforts to prepare you for retirement and a well-considered…

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Is your Life Insurance Enough?
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“I recently had the unfortunate task of processing a death claim for the surviving spouse of a group plan client.  As if this situation isn’t sad/difficult enough, I discovered that…

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Family Business? Tread with Care.
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Thinking about going into business with family? or already are in one? You know there will be pros and cons. The pros in most cases outweigh the cons but if…

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What does Budget 2018 has in store for business owners?
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By: Vernon Fischer Budget 2018 is an expensive increase for business owners who are using their companies to help fund their retirement and/or saving for other uses. The last two…

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Congratulations to Family Business Association (FBA) Award Recipients!
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Fischer Financial Services is a proud member of The Family Business Association (FBA) of Vancouver Island; and would like to congratulate the award recipients for their achievements and contributions in…

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A Long Term Investment Philosophy Works
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Here is a great article on Investment from QV Investors that will offer insight into why long-term philosophy works. Take Some Time: For many, the Labour Day long weekend marks…

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