by James Dietrich | Jan 5, 2023 | 2023, Blog, pension plan, retirees, Retirement, Uncategorized
The Canada Pension Plan (CPP) and Old Age Security have recently undergone changes that may affect when individuals begin drawing on these programs. The contribution period for CPP has been extended to age 70, and starting in 2024; individuals will have the option to...
by James Dietrich | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, disability insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
by James Dietrich | Nov 2, 2020 | Blog, group benefits, pension plan
The Key Differences Between a Defined Benefit and Defined Contribution Pension PlanAs an employer, you may be thinking about offering your employees a pension plan. If so, you have two main options: a defined benefit pension plan and a defined contribution pension...
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 | Mar 21, 2019 | 2019 Only, Blog, Business Owners, corporate, disability, individuals, investment, pension plan, retirees, tax
2019 Federal BudgetThe 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget. We’ve put together the key measures for: Individuals and Families Business Owners and Executives Retirement and Retirees Farmers...