by James Dietrich | Jan 9, 2026 | Blog
There are a lot of financial facts to keep track of. This document provides essential information on retirement income management, including CPP, OAS, GIS benefits and tax details for 2026. Click on the link to reveal what you need to know. 2026 Financial Facts...
by James Dietrich | Nov 27, 2025 | Blog, Budgeting
Money pressure is a quiet global epidemic — not confined to any one country. Whether you’re living in Nairobi, Manila, Lisbon, or Mumbai, the feeling of chasing bills can drain joy from daily life. But reducing financial stress isn’t just about earning more; it’s...
by James Dietrich | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, estate planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by James Dietrich | May 1, 2024 | Blog, Business Owners, Financial Planning, insurance, investment
Financial Planning for Self-Employed ContractorsBeing a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee. When creating a financial...
by James Dietrich | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
by James Dietrich | Apr 17, 2024 | Blog, Business Owners, estate planning, Family, Financial Planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
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