by James Dietrich | Sep 10, 2019 | Blog, Family, health benefits, life insurance, retirees
When thinking about retirement, it can be overwhelming to figure out all the numbers, like what age you’re going to retire, how much money you need and how long do you need the money to last. We’ve put together an infographic checklist that can help you...
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 | Nov 29, 2018 | Blog, estate planning, Family, health benefits, individuals, RRSP, tax
Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to...