We are a full-service chartered professional accounting firm providing financial & management advice to small & mid-sized businesses & NPO's throughout Alberta.
Edmonton, Alberta
Joined November 2017
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We are saddened by the news of the passing of one of our founding partners, John Heinrichs.
John was born May 1950, and together with Ken Kouri and David Berezan founded Kouri Berezan Heinrichs in June 1981.
(For the obituary, please visit lnkd.in/gT7kfmnu)
What do you do when the markets drop? Dump everything and try to buy back later? Think of your holdings like your home. You don't value your house daily, and if you did and saw that it was down - you wouldn't sell it and then try to buy it back when the markets rebound. (1/2)
This is just one instance where having a financial plan/planner can help quell the anxiety that comes with volatile markets.
Reach out to our wealth planning team at [email protected] and we'll customize a plan that suits you.
(2/2)
#helpingpeoplesucceed #stockmarket #financialplan
Cassidy Letcher says "KBH really 'fits' my personality - I'm really happy I made this choice." It wasn't the first/only offer Cassidy received - but she's glad she went with KBH.
Did you take the first job you were offered? Was it the right choice?
loom.ly/IYIKqNg
Wishing You & Yours a very Happy and Prosperous Diwali!
#helpingpeoplesucceed #happydiwali
The best time to plant a tree is twenty years ago. The second best is today.
The same goes for #FinancialLiteracy - there is no better time than the present to get started, regardless of what your financial situation is.
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KBH's own Wealth Planner @Lucy Davson spoke to a full house of KBH staff and Partners on the basics of financial planning and the benefits of doing a plan.
(2/2)
#financialliteracymonth #helpingpeoplesucceed #learnatlunch
The due date for CEBA loans in good standing changed from Dec 31, 2022 to Dec 31, 2023. If you have not paid back the full amount required to be eligible for loan forgiveness, you are not eligible for ANY loan forgiveness.
loom.ly/ifY9fxI
That feeling when you realize all four sports leagues are playing tonight. It's called a 'Sports Equinox'
This year, there will be a record number of four sports equinoxes. The last one will happen on Halloween.
#weresportsfanstoo #helpingpeoplesucceed
It's all about the culture for Senior Associate Ashley Seguin. She goes on to say that 'the culture really cultivates learning and growth' which is seen in the firm's 100% CFE pass rate (last 3 years), and paid study leave.
#helpingpeoplesucceed #teamtuesday #officeculture
That moment when you realize KBH is still accepting applications for January 2023, September 2023 articling students, and January 2023 co-op students.
Happy Friday!
Apply now
loom.ly/34VeTa8
#Happyfriday #helpingpeoplesucceed
How confident are you that you've got your TFSA(s) set up properly?
TFSA’s have been around since 2009. While the concept has been relatively straightforward, people often end up offside with contributions and consequently CRA assesses penalties. (1/2)
If you have received a letter from CRA assessing a penalty tax or other matter, reach out to us, we can help get it cleared up. [email protected]
TFSA rules land two more taxpayers in hot water with the CRA loom.ly/bf_KFnY
(2/2)
Meet Kimberly Crown, one of our recent hires. She is part of our admin team, and loved being able to enjoy Summer Fridays.
She says 'everyone is very welcoming and personable, which combined with the great training, makes it very easy to learn.'
#teamtuesday #helpingpeoplesucceed
We are thankful for our families, our team, our clients, and the community we are fortunate enough to live and work in.
#helpingpeoplesucceed #thanksgiving #gratefulforyou
What if you could own an interest in your favorite song? New investment funds are being created where Private Equity Funds are purchasing the rights to the music, collecting the royalties, and paying dividends to investors. (1/2)
(2/2) It's a unique asset class that is starting to gain some attention as investors search for yields while balancing risk.
What do you think? Would you invest in these funds?
thepeak.cmail20.com/t/t-l-ad…
#helpingpeoplesucceed #wealthwednesday #investing
Thank you to everyone who participated in and supported our Fleck Cancer team for the CIBC Run for the Cure on Sunday! Our team has raised over $9,526, greatly exceeding our $5,000 goal, and was in the top 10 teams for the Edmonton location!! (1/2)
Across the country, participants raised over $13 million for Canadians impacted by breast cancer.
Donations are still being accepted and you can visit our team page loom.ly/z1HD9qs
(2/2)
#teamtuesday #cibcrunforthecure #supportingourown #fleckcancer
More and more conferences and events are returning, at least partially, to in-person. A growing trend shows conference and work-related trips being booked near a weekend, and/or at least one additional night being added. (1/2)
That begs the question - is a conference/business trip a taxable benefit?
Read the article from the Financial Post, and reply to share your thoughts. (2/2)
loom.ly/W9PTskc
#moneymonday #helpingpeoplesucceed
