by James Dietrich | Aug 15, 2019 | Blog, group benefits, life insurance
Group Insurance vs Individual Life Insurance“I already have life insurance from work, so why do I need to get it personally?” or “Work has got me covered, I don’t need it.”While it’s great to have group coverage from your employer or association, in most cases, people...
by James Dietrich | Jul 1, 2019 | Blog, Business Owners, investment
Segregated Funds and Mutual Funds often have many of the same benefits such as: Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...
by James Dietrich | Jun 3, 2019 | Blog, Business Owners, corporate, dental benefits, group benefits, health benefits, pension plan
Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization and this is an area that has grown considerably in recent decades. Employee benefits comprise all of the additional things that you offer to...
by James Dietrich | May 1, 2019 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by James Dietrich | Apr 2, 2019 | Blog, Business Owners, life insurance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle...
by James Dietrich | Mar 22, 2019 | Blog
2019 Saskatchewan BudgetThe 2019 budget for Saskatchewan was announced by Donna Harpauer, Finance Minister, giving details of a surplus of $34.4 million for 2019-20. Below are details of the key changes in relation to personal and corporate finances.Personal The...
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