Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile
Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP

@chrisgormanfp

I am a Financial Planner (mutual funds with Investia). Please click on my website for important legal and regulatory disclosures. These opinions are my own.

ID: 3021976364

linkhttp://focalpointfinancial.ca calendar_today16-02-2015 05:20:04

1,1K Tweet

1,1K Takipçi

1,1K Takip Edilen

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Setting goals is such an important part of running a successful business. Take a look at these printable goal-setting worksheet options. #Goals #SmallBusiness #SmallBiz #Kelowna #Okanagan n.ptsm.us/2XURFw

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Nine Ways to Teach Kids Good #Money #Habits at Any Age. These three tips for each of three age ranges keep money topics age-appropriate, starting with the concepts of accumulation and value. #MoneyHabits #Kelowna #Okanagan n.ptsm.us/2N97SY

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Selling your business is a significant milestone, signifying the end of one chapter and the beginning of another. As you embark on this new journey, here are some tips to approach it. #FinancialPlanning #Kelowna #Okanagan n.ptsm.us/3zfpla

Mayor Ken Sim (@kensimcity) 's Twitter Profile Photo

After receiving the request from Emergency Management B.C., Vancouver Fire Rescue Services is deploying 2 wildland apparatus and 6 firefighters to Kelowna tonight. The City of Vancouver is proud to stand with the people of Kelowna. Thank you to all the heroes fighting to save

Bowinn Ma (@bowinnma) 's Twitter Profile Photo

⚠️ NEW EMERGENCY ORDER: Accommodation Travel Restrictions Effective immediately, non-essential travel into several Okanagan communities involving stays in temporary accommodation is not allowed. If you are planning to head into these areas for holidays, don’t. (1/🧵)

⚠️ NEW EMERGENCY ORDER: Accommodation Travel Restrictions

Effective immediately, non-essential travel into several Okanagan communities involving stays in temporary accommodation is not allowed. If you are planning to head into these areas for holidays, don’t. (1/🧵)
Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

In today's world, giving your family financial backing is important. Life insurance ensures your family will have financial security. So if you've started earning or are newly married, it may be time to learn more about life insurance. #Kelowna #Okanagan n.ptsm.us/3OGueJ

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Emergency funds and #insurance: your best bets to prepare for the unexpected. #FinancialPlanning #EmergencyFunds #InsurancePlanning #Kelowna #Okanagan n.ptsm.us/15lnpz

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

You may be a busy person and feel like you’re always strapped for time and energy. This way of life can take a toll The post Tips For Taking Good Care Of Yourself. #Kelowna #Okanagan n.ptsm.us/2ZL6yI

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

How to avoid probate fees in Canada. Avoiding probate fees involves implementing strategies such as using beneficiary designations, joint ownership & establishing trusts. #FinancialPlanning #EstatePlanning #Kelowna #Okanagan n.ptsm.us/3ds78w

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Canada's #economy has less competition than it used to, new report says: Analysis of 20 years of data shows competition is getting worse, not better. #Kelowna #Okanagan n.ptsm.us/2BiLhD

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Canadian small- and medium-sized enterprises (SMEs) are falling behind on innovation and productivity as they face multiple barriers to investing in new technologies, according to a new report by Desjardins Economics. #smallbusiness #Kelowna #Okanagan n.ptsm.us/bQi2v

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

The BoC has decided to end its 2023 rate decision cycle by keeping its target policy rate steady. In deciding to hold its target rate at 5%, the BoC had to weigh conflicting economic signals on inflation, economic growth, & employment. #Kelowna #Okanagan n.ptsm.us/KNnqI

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

Vacation or rental property, or both? Here are the taxes you can expect on a secondary property in Canada, as well as deductions you can claim. #TaxPlanning #FinancialPlanning #Kelowna #Okanagan n.ptsm.us/1rPjSp

Chris Gorman MBA, LLM (Tax), CFP®, CLU®, CIM®, TEP (@chrisgormanfp) 's Twitter Profile Photo

With the #FHSA being less than one year old, it isn't too early to consider the estate implications if someone dies while holding an FHSA. This article offers a good summary of the rules. #FirstHome #FinancialPlanning #EstatePlanning #Kelowna #Okanagan n.ptsm.us/Nkfbv

FP Canada (@officialfpcan) 's Twitter Profile Photo

Tashia Batstone, President & CEO of FP Canada, discusses Canadian title protection two years after its implementation in Ontario. Read her latest op-ed in Investment Executive: spr.ly/6010bIfLm #CFP #FinancialPlanning #consumerfirst #titleprotection

Jason Pereira (@jasonpereira) 's Twitter Profile Photo

Given the nonsense I am reading online now about selling cottages to kids for less than fair market value, I thought it best to break out this classic

Hillel Neuer (@hillelneuer) 's Twitter Profile Photo

The Dutch people honor their World War II liberators by lighting candles on Christmas Eve at all the war graves. At the 🇨🇦 Canadian cemetery in Groesbeek, thanks to hundreds of volunteers, a candle has been lit at each of the 2619 graves, and will stay burning tomorrow.

The Dutch people honor their World War II liberators by lighting candles on Christmas Eve at all the war graves. 

At the 🇨🇦 Canadian cemetery in Groesbeek, thanks to hundreds of volunteers, a candle has been lit at each of the 2619 graves, and will stay burning tomorrow.