Financial Planner serving clients from South Surrey/White Rock to Burnaby, Vancouver... and beyond

"Carey's style of interacting with me has involved the rare combination of business-like efficiency coupled with the ease of talking to a friend. I've been impressed with his financial knowledge and very much appreciated the promptness with which he replies to e-mails and phone calls."

Les Peters, Teacher - client since 1999 (South Surrey / White Rock, B.C.)

"My wife and I enjoy working with Carey Vandenberg. Carey offers a lot of true wisdom when it comes to financial matters. He is a man of integrity and I highly recommend him."

John Tsang, Pastor, Richmond, BC - client since 1997

"I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise."

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995

"After talking to many people about their financial advisors, Carey is one of the most compassionate, and customer oriented individuals I've known."

Ron Modi, Client since 1988 (North Vancouver, B.C.)

Forms, Paperwork & Info.

For many of the forms below, you will need to print them out and put your pen to paper. We are always here to help with your questions. Feel free to contact us

BCMA Contributory Professional RSP application

BCMA Statement of Contribution Form

Budgeting Spreadsheet Template for Household (Excel)

Canada Pension Plan (CPP) forms (ALL)

Charitable Donations Using Flow Through Shares

Child Rearing Provision Form, CPP

CCRA Clearance Certificate Request TX19

CCRA Joint Election To Split Pension Income, T1032

Child Tax Care Benefit Application

Critical Illness Insurance and Health Insurance Info. and GET A QUOTE AND APPLY ONLINE (Manulife)

Health Spending Account (HSA) (choose the HSA PLUS to include Medical Travel insurance etc.

Home Buyer's Plan Info. Guide

Home Buyers Plan Withdrawal Form

ID - Why We Need It

Income Tax Rates For Every Province In Canada

Lifelong Learning Plan Withdrawal Form (Form RC96)

Lifelong Learning Plan Rules

Marriage Breakdown, Transfer Between RRSPs Form

New Client Information Brochure

Old Age Security (OAS) forms (ALL)

Pension Plan Transfer to RRSP Form

RDSP's - All You Need To Know

RESP Canada Learning Bond Application

RESP Canada Learning Bond Brochure

RESP - BC Training & Education Savings Grant (BCTESG) Application

RESP - CESG Application (basic & additional)

RESP Info. Guide

RESP Transfer Form

RESP Withdrawal Form

RESP Tax Withholding Waiver On Accumulated Income Payments

Retiring Allowance Info. Guide

Retiring Allowance Transfer Form

RRSP Info. Guide

Social Insurance Number Application

TFSA Brochure (Govt of Cda)

TFSA Info - Basic Strategies

TFSA - Overcontribution Penalties, Request For Relief On

Tax Deduction At Source Request (T1213 Form)

Travel Insurance - GET A QUOTE AND PURCHASE HERE (Travel Underwriters)

Working With A Financial Planner and How We Are Compensated

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