What the team is up to

In touch, In tune - September

September 19, 2016

We hope this letter finds everyone refreshed after a beautiful Okanagan summer! We do live in such a beautiful valley with so much to offer for leisure, activity and experiences.

We have a few updates with the team to keep you all in the know. First, we would like to introduce a new team member, Darlene Letun, who will be joining us as Lindsay Carle takes time to enjoy her new family member set to arrive in late October.  Exciting!  We’ve all been trying to guess whether it is a girl or a boy . . . stay tuned!

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What the team is up to

In touch, in tune

March 2, 2016

Delcourt Advisory Group Family News – There is a lot happening in the lives of your DAG team outside of the wealth management world.

Grant has now got his shiny rims on his rag top and polished up the Torino to cruise in this amazing Okanagan sunshine. We celebrate two successful operations for his daughter Hannah, having one ankle reconstruction and a major kidney resection. Madison, his youngest, is gearing up for another competitive year of figure skating.

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Measures that are worth noting

Budget 2016

March 1, 2016

From a personal finance perspective, the Liberals have continued in this budget with the “Robin Hood” theme of helping the middle class and lower-income Canadians by tightening perceived tax loopholes and removing certain tax credits to help pay for increased benefits for those with lower incomes. The measures are also designed to simplify the system of benefits paid to families. We’ve outlined the changes to personal and business tax measures below.

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