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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- How to Retire in Saskatchewan March 2, 2026A guide on tax-efficient retirement planning strategies for Saskatchewan near-retirees to maximize income and minimize taxes.James Dietrich
- Change Your Money Mindset to Build Real Wealth and Success February 19, 2026For Canadian individuals planning retirement, first-time homebuyers balancing rising costs, and local business owners managing cash flow, the hardest part of money often isn’t the math, it’s the story attached to it. Financial mindset challenges can quietly shape decisions, from avoiding uncomfortable conversations to delaying choices until options narrow. These money beliefs create financial success […]James Dietrich
- 2026 Financial Facts January 9, 2026There are a lot of financial facts to keep track of. This document provides essential information on retirement income management, including CPP, OAS, GIS benefits and tax details for 2026.James Dietrich
- Relief in Your Wallet: Practical Ways to Reduce Financial Stress and Feel in Control Again November 27, 2025Money pressure is a quiet global epidemic — not confined to any one country. Whether you’re living in Nairobi, Manila, Lisbon, or Mumbai, the feeling of chasing bills can drain joy from daily life. But reducing financial stress isn’t just about earning more; it’s about managing what you already have with clarity, calm, and consistency. […]James Dietrich
- 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
