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Erven Planning
  • Our Company
    • About Us
    • Profiles
    • Policies & Procedures
    • Quotes
    • Client Access
  • Personal Planning
    • Our Service Model
    • The Planning Process
    • Your Financial Plan
    • Personal Risk Management
    • Investment Planning
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    • Wealth Development
    • Estate Planning
  • Business Planning
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Snowbird Tax Information

  • October 16, 2021
  • | by Rick Erven

Executive Summary Understanding the tax code and filing requirements in your home country is complicated enough. To provide tax advice to Canadians who spend significant time in the United States can be very difficult. Action Points To be free of filing any IRS forms or […]

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1100 - 8th Ave SW, Calgary, AB T2P 3T8

(403)231-8615

Quotes

  • The success of a project will depend critically upon the effort, care, and skill you apply in the initial planning.

    Gerald M. Blair (b. 1959)
    (U.S. writer)

  • Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing: those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it.

    Noel Whittaker
    (Financial Author and Investment Advisor)

  • Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do…it is a matter of managing your money properly.

    Noel Whittaker
    (Financial Author and Investment Advisor)

  • A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.

    Brian Tracy
    (Motivational Coach and Author)

  • Cherish your visions and your dreams as they are the children of your soul, the blueprints of your ultimate achievements.

    Napoleon Hill
    (American Author)

  • Before you can really start setting financial goals, you need to determine where you stand financially.

    David Bach
    (Personal Finance Author, Speaker and Consultant)

  • You’ve got to go out on a limb sometimes because that’s where the fruit is.

    Will Rogers
    (American Actor)

  • The time to save is now. When a dog gets a bone, he doesn’t go out and make a down payment on a bigger bone. He buries the one he’s got.

    Will Rogers
    (American Actor)

  • If you want to be successful, it’s just this simple: Know what you are doing. Love what you are doing. And believe in what you are doing.

    Will Rogers
    (American Actor)

  • We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.

    Warren Buffett
    (Famous American Investor – Stock Market Guru)

  • A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.

    Suze Orman
    (Personal Finance author and Media Personality)

  • Good plans shape good decisions. That’s why good planning helps to make elusive dreams come true.

    Geoffrey Fisher
    (Archbishop of Canterbury)

  • Planning is bringing the future into the present so that you can do something about it now.

    Alan Lakein
    (Author and Time Management Expert)

  • Failing to Plan is Planning to Fail.

    Unknown

  • I want to leave my children enough that they feel they can do anything, but not so much that they do nothing.

    Warren Buffet
    (Business Magnate, Investor, and Philanthropist)

  • If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.

    Suze Orman
    (Personal Finance author and Media Personality)

  • You don’t buy life insurance because you are going to die, but because those you love are going to live.

    Unknown

  • I’d like to express my gratitude to Rick and his team for everything concerning all my financial needs.  Their integrity and trust has never waivered and this is very very important to me

    Thanks Rick

    Judy S

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