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 | Mar 2, 2021 | Blog, Charitable Gifting, estate planning, Family, individuals
Leaving a legacyThere 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...
by James Dietrich | Dec 11, 2020 | 2020 Only, Blog, Business Owners, Coronavirus, Coronavirus - Practice Owners, corporate, estate planning, financial advice, Financial Planning, incorporated professionals, investment, Professional Corporations
It’s a great time to review your business finances now that we are nearing year-end. Your business may be affected by recent tax changes or new measures to help with financial losses due to COVID-19. Figuring out the tax ramifications of these new measures can...
by James Dietrich | Oct 1, 2020 | Blog, Business Owners, estate planning, Family, individuals, retirees
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
by James Dietrich | Jul 3, 2020 | Blog, Business Owners, estate planning
10 Essential Decisions for Business OwnersBusiness owners can be 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 | Nov 22, 2019 | 2019 Only, Blog, estate planning, Family, individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the key...
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