(306) 931-7625 | 1 (866) 841-1272 jamesd@4cornerfinancial.ca

Touching each corner of your life

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News

Leaving a Legacy

Mar 02, 2021

There are so many options designed to help you to use a portion of your estate to benefit a good cause when you pass away. The estate planning process helps you to ensure that your estate is distributed as per your wishes and in the most tax efficient way as possible, but legacy planning goes further than this and aims to involve your family and loved ones in your plans to make a difference according to your personal values. The input of your family in this process should not be underestimated – they play a critical part in supporting the process to make your wishes become reality, so be sure to share your thoughts and intentions with them in good time.

Extended COVID-19 Federal Emergency Benefits

Feb 22, 2021

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to: - Canada Recovery Benefit - Canada Recovery Caregiving Benefit - Canada Recovery Sickness Benefit - Employment Insurance

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

Feb 12, 2021

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

TFSA vs RRSP – What you need to know to make the most of them in 2021

Jan 21, 2021

Both TFSAs and RRSPs can be significant savings vehicles for your clients. We've put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals. The deposit section focuses on: • How much contribution room is available each year • How carry forward works for TFSAs and RRSPs • Tax deductibility of contributions • Tax treatment of growth The withdrawal section focusses on: • Conversion requirements • Tax treatment of withdrawals • Impact of withdrawals on government benefits • Impact of withdrawals on contribution room

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Happy Clients

This is a great business. They keep on top of our investments. If there is a better option to make a difference in our investment portfolio, they meet and discuss the options. I have followed their advice and our investments are doing well. Thanks Four Corner Financial!

Rebecca Peterson

We have been a client of Four Corner Financial for many years and have never been disappointed with their knowledge and integrity. If there is a better investment opportunity they will make that known to us. We would definitely recommend Four Corner Financial to others as a business to trust with their financial needs.

Linda Ausum

We have had a great experience with 4 Corner financial. They are genuine and very approachable. Everything you would want in an organization that helps with personal finances!

Mark Wurtz

James is fantastic to deal with, and makes those he connects with comfortable. James takes time to listen to his clients’ needs and ensure they understand everything that is happening with their money!

Brad K.