Help for Small/Medium Businesses & Entrepreneurs – 75% wage subsidy, $40,000 interest-free loan & more
March 27, 2020 – Prime Minister Justin Trudeau announced programs and measures focused on helping Small & Medium Sized Businesses and Entrepreneurs cope with the economic consequences caused by the COVID-19 pandemic. “With these new measures, our hope is...Financial Planning for Business Owners
Financial planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don’t have access to; this is a great advantage, however it can be...2020 Financial Calendar
2020 Financial Calendar Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!Business Owners: 2019 Tax Planning Tips for the End of the Year
Now that we are nearing year end, it’s a great time to review your business finances. With the federal election over and no major business tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Please keep in mind that your...The Difference between Segregated Funds and Mutual Funds-Infographic
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,...
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- Network of Professionals June 3, 2024As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.James Dietrich
- Financial Planning For Self-Employed Contractors May 1, 2024Being 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 plan, Self-employed contractors need to keep a number of items in mind. Read to find out!James Dietrich
- Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates April 22, 2024Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.James Dietrich
- 2024 Federal Budget Highlights April 17, 2024On 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 subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual […]James Dietrich
- Tax tips to know before filing your 2023 income tax April 2, 2024Unlock the secrets to maximizing your 2023 tax returns with our essential guide. From the new Advanced Canada Workers Benefit to crucial deductions for families, ensure you're not leaving money on the table this tax season.James Dietrich
