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...
by James Dietrich | Jul 1, 2021 | Blog, Business Owners, Buy Sell, corporate, disability insurance, group benefits, health benefits, insurance, life insurance, travel insurance
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
by James Dietrich | May 31, 2021 | Blog, Business Owners, Buy Sell
Starting a new business venture can be both exciting and nerve-racking at the same time. The hopes and dreams of success, financial freedom and being your own boss are accompanied by many uncertainties and risks. To add to some of the anxiety, comes the facts: about...
by James Dietrich | May 4, 2021 | Blog, individuals, insurance, life insurance
At different stages of life, the need for life insurance will vary, here’s a list of reasons for life insurance:Young Singles/Young Couples- cover off any debt including debts with co-signers, final expenses, does your family history have significant...
by James Dietrich | Apr 22, 2021 | 2021, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Students, corporate, Debt, Family, financial advice, Financial Planning, incorporated professionals, individuals, personal finances, Professional Corporations, tax
On April 19, 2021, the Federal Government released their 2021 budget. We have broken down the highlights of the financial measures in this budget into three different sections:Business OwnersPersonal Tax ChangesSupplementary HighlightsBusiness OwnersExtending Covid...
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