by James Dietrich | Dec 1, 2021 | 2021, Blog, Business Owners, corporate
2021 Year-End Tax Tips for Business OwnersNow that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary and Dividend MixAs a business owner,...
by James Dietrich | Nov 1, 2021 | Blog, Family, insurance, life insurance
Why Insurance Is So Important If You’re A Single ParentYour kids mean everything to you – and you want to make sure they’re protected no matter what. As a single parent, you must have the right health and life insurance options in place to make that happen. We...
by James Dietrich | Sep 1, 2021 | Blog, Business Owners, estate planning, financial advice, Financial Planning, group benefits, health benefits, insurance, investment, tax
10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
by James Dietrich | Aug 17, 2021 | Blog, insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by James Dietrich | Aug 3, 2021 | Blog, estate planning, tax
In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn’t have one.No business owner likes to think about handing over their business they’ve built from the ground up. But the fact of...