Larina Bouwman
Area(s) served: Port Coquitlam, Coquitlam, Port Moody, Squamish, Whistler, Pemberton
Lets Work Together
We work with families and business owners who want to strengthen their financial future while keeping life's bigger picture in focus. Our goal is to help take the stress out of money decisions and replace it with clarity, peace of mind and actionable strategies that support both your business and your family.
From creating tax-efficient plans, to setting up group benefits and more, we provide practical solutions that meet you where you are.
Our approach is clear, efficient and educational, helping to empower you to make informed choices with ease. Together we'll build strategies that protect today, plan for tomorrow and help allow you to thrive in business and in life.
Our office is in Port Coquitlam, British Columbia, but we work remotely and serve various areas throughout BC, including Coquitlam, Port Moody, Squamish, Whistler and Pemberton.
Let's work together
I work with families to help them get serious about money. My goal is to reduce the stress you feel when you think about your finances and replace that with confidence about your dreams and efforts. Whether you are opening your first investment account or protecting your family and estate I can help you throughout all life stages. I’ll work with you in an efficient and clear way that gives you actionable next steps to help reach your financial goals. I take an educational approach that empowers you to take responsibility for your finances.
My office is in Port Coquitlam, British Columbia. I serve Clients in the tri-cities area of Port Coquitlam, Coquitlam and Port Moody. Contact my office to get started.
Giving Back
Community is at the heart of everything that we do. My team and I believe that giving back is just as important as the work we do in the office. Whether it volunteering our time, supporting local organizations or showing up at community events, we’re proud to contribute to the places where we live and work.
Here are a few of the causes and groups we are proud to support:
Products and services
Business owners
Life insurance products
Mortgage protection insurance
Stay informed
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Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada