Exceedia Consulting Ltd.

06/16/2026

Retirement planning benefits from early preparation. Insurance helps manage risks that increase later in life. Proactive steps support confidence. Revisit your long term planning timeline.

06/11/2026

Tax planning strategies should evolve with income and assets. Insurance may support certain long term tax objectives. Alignment is key to effectiveness. Review how your strategies work together.

06/10/2026

The Bank of Canada held its overnight rate at 2.25% today. With inflation still influenced by higher oil prices and economic growth expected to remain moderate, today’s decision signals a continued wait-and-see approach

🔗 Full Bank of Canada announcement:

The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.5% and the deposit rate at 2.20%.

06/09/2026

Family financial discussions can be complex. Insurance planning provides structure during uncertain times. Clear strategies support shared understanding. Start a protection planning conversation.

06/04/2026

Business owners juggle growth and protection priorities. Insurance helps manage exposure as operations evolve. Regular reviews support alignment with goals. Assess your business risk profile.

06/04/2026

Last reminder — are you registered yet?

If you or someone you love lives with a medical condition that affects daily activities, it may be worth learning more about the Disability Tax Credit.

This session is designed to be practical, clear, and easy to follow. We will talk about what the credit is, why it matters, and how it may connect to refunds, child-related benefits, and long-term savings opportunities.

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Spots are limited. You do not know what you may qualify for until you ask.



Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

06/02/2026

Estate liquidity is essential for smooth transitions. Insurance may help cover obligations without selling long term assets. Planning ahead supports flexibility. Explore liquidity planning strategies.

06/02/2026

This could be worth learning about.

The Disability Tax Credit may lead to meaningful financial support, depending on your situation:

✅ Up to $4,500/year in potential tax refunds
✅ Up to $11,000 in Child Tax Credits
✅ Up to $90,000 in government grants and bonds for long-term savings

The problem? Many people who may qualify never apply.

We are hosting a plain-language session to explain the Disability Tax Credit, who it may apply to, and why it can matter.

📅 Friday, June 5
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-friday-1

📅 Saturday, June 6
Register here:
https://booking.exceedia.ca/jessevu/lite/am-i-missing-out-on-money-centre-for-active-living-saturday

Find out what you may be missing.



Horst and Emmy Werner Centre for Active Living
1475 Anderson St
White Rock, BC, V4B 0A8

06/01/2026

Most Canadians know what term life insurance is. Fewer understand what participating whole life insurance actually does.

Unlike term coverage, a participating whole life policy is permanent — it covers you for your entire life. And as you pay premiums over the years, the policy builds cash value and may pay dividends that you can use to grow your coverage further.

It is not the right fit for everyone, but for incorporated professionals, business owners, and families focused on long-term wealth, it is worth understanding. Here is a plain-language breakdown of how it works

Participating whole life insurance is a permanent policy that does more than protect your family — it builds cash value and pays dividends over time. Learn how it works, who it's for, and how it compares to other types of life insurance.

06/01/2026

Retirement income strategies benefit from diversification. Insurance solutions can complement other income sources. Coordination supports long term sustainability. Review income diversification options.