• Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
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We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.

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Latest news

Tax Tips You Need To Know Before Filing Your 2022 Taxes

It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following: • Canada Workers Benefit. • Claiming home office expenses. • The tax deduction for zero-emissions vehicles. • Return Of Fuel Charge Proceeds To Farmers Tax Credit. • Eligible Educator School Supply Tax Credit.

Federal Budget 2023 Highlights

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures: • New transfer options associated with Bill C-208 for intergenerational transfer. • New rules for employee ownership trusts. • Changes to how the Alternative Minimum Tax is calculated. • Improvements to Registered Education Savings Plans. • Expanding access to Registered Disability Savings Plans. • Grocery rebate. • Deduction for tradespeople tool expenses. • Automatic tax filing. • New Canadian Dental Care Plan.

British Columbia 2023 Budget Highlights

On February 28, 2023, the B.C. Minister of Finance announced the 2023 budget. We have highlighted the most important financial measures you need to know: • Tax credit changes. • Increases to the B.C Family Benefit. • Carbon tax changes. • Other important tax changes. • Healthcare and housing spending.
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