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At Joly Heinzlmeir we strive to build strong and lasting relationships with our clients to assist them in achieving their financial goals. Our experience, education and professional backgrounds allow us to provide services and advice tailored to the needs of our clients. We endeavor to provide close, personal attention to our patrons because we believe that our success is a result of their success. 

As you explore our website please make use of the resources we have provided from informative articles and links to interactive financial calculators. We also hope to provide you with insight into our firm's history, the services we provide and our commitment to our clients.

Firm Profile

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Our dedicated team of professionals prides itself on providing customized financial accounting, assurance, non-assurance and tax services for our clients. Our goal is to help you achieve maximum profitability and efficiency and minimize income taxes with clear communication, knowledgeable planning and timely compliance.

Founders, Diana Heinzlmeir, CPA, CGA and Richard R. Joly, CPA, CA (retired - Summer 2015) shared over 50 combined years of experience during which they have served a diverse range of clientele. It is this knowledge, strong business ethics and ongoing commitment to continuing education that give Joly Heinzlmeir the tools to help you attain your financial goals.


Staff Biographies

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Diana Heinzlmeir, CPA, CGA

Diana has always called Alberta home. She was born in Calgary and moved to Red Deer in 1978. In 1989, after 3 years in the banking industry, she graduated with her Business Administration Diploma from Red Deer College. Following graduation she came to work for Richard Joly, CPA, CA at Olsen Joly LLP Chartered Accountants. In 1993 she received her CGA designation. After many years of success together, the opportunity arose for Richard and Diana to form Joly Heinzlmeir Professional Accountant in 2013.

Diana has volunteered as treasurer on numerous sports teams and spent several years teaching small business bookkeeping and tax courses to small business owners at Red Deer College. In 2017 she will become a board member of the Red Deer Downtown Business Association.

Diana is married with one son and one daughter who are both attending post-secondary schooling. When she is not at the office, she enjoys spending time with her family and friends, travelling to warmer destinations and reading a good book.


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Paula Andrew, B. Comm – Accounting Technician

Paula was born and raised in Saskatchewan. She attended the University of Alberta where she obtained her Bachelor of Commerce degree in 1998. That fall she joined the team at Olsen Joly LLP Chartered Accountants. During a period of reorganization at Olsen Joly in 2013 she joined Richard Joly, CPA, CA and Diana Heinzlmeir, CPA, CGA and their team as they formed Joly Heinzlmeir Professional Accountant.

In her spare time, Paula’s hobbies include travelling, quilting, reading and spending time with family and friends.




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Garfield Richards, CPA, CA – Senior Accounting Technician

Garfield was born and grew up in Clarendon, Jamaica. In 2004 he obtained his Bachelor of Science degree in Accounting and Management Studies from the University of the West Indies, Mona. He received his U.S. Chartered Professional Accountant designation from the state of Pennsylvania in 2013 and is actively pursuing his Canadian Chartered Professional Accountant Designation. Garfield has over eight years of international experience in public practice at KPMG with emphasis on companies on the stock exchange. He has 3 years of Canadian experience mainly focused on Notice to Readers, Review Engagements and Taxation of small to medium sized corporations. Joly Heinzlmeir welcomed Garfield to their team in August of 2015.

In his time away from the office, Garfield loves spending time with his wife, Sedonnie and their children. He also enjoys playing basketball and participating in community recreational activities.


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Michelle Larkin – Accounting Technician/Administrator

Michelle originates from Bridgewater, Nova Scotia. She received her Paralegal Diploma from Success College in Sackville Nova Scotia and has also achieved her computerized accounting diploma from MacTech Distance Education. Michelle spent several years working for Patterson Law in Truro Nova Scotia before moving to Alberta and joining the team at Joly Heinzlmeir in January of 2015. She is the proud mother of three daughters.







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Tara Franke – Receptionist/Administrator

Tara grew up on her family’s farm near Rocky Mountain House and moved to Red Deer in 1999 to attend college. After graduating from the Office Administration program at Red Deer College Tara came to work for Olsen Joly LLP Chartered Accountants in 2001. When Olsen Joly reorganized in 2013 Tara accompanied Richard Joly, CPA, CA, Diana Heinzlmeir, CPA, CGA and their team as they transitioned to become Joly Heinzlmeir Professional Accountant.

Outside of the office Tara enjoys spending time with her husband Jon and their young son on their acreage near Sylvan Lake. They look forward to welcoming a new addition to their family in April 2017. She loves the outdoors and staying active, including downhill skiing and playing in a co-ed volleyball league.

Contact Us

VISIT OUR NEW LOCATION
4829 - 53 Street
Red Deer, Alberta
T4N 2E7

PHONE: 403-986-5298
FAX: 403-343-2650
EMAIL: office@jhpa.ca


CONTACT OUR STAFF

Diana Heinzlmeir, CPA, CGA
Email: dheinzlmeir@jhpa.ca

Paula Andrew, B. Comm
Accounting Technician
Email:

Garfield Richards, CPA, CA
Senior Accounting Technician
Email: grichards@jhpa.ca

Michelle Larkin
Accounting Technician/Administrator
Email: mlarkin@jhpa.ca

Tara Franke
Receptionist/Administrator
Email: tfranke@jhpa.ca

OFFICE HOURS

January - April
Open: Monday to Friday: 8:00 am to 4:30 pm
Closed for Lunch: 12:00 pm to 12:30 pm

May - August
Open: Monday to Friday 8:00 am to 4:00 pm
Closed for Lunch: 12:00 pm to 1:00 pm

September - December
Open: Monday to Friday 8:00 am to 4:30 pm
Closed for Lunch: 12:00 pm to 1:00 pm

CLIENT PORTAL

Contact us with Confidentiality
Please click on the e-courier symbol or the link below to send or receive a confidential file or message.  If you do not already have an e-courier guest account, please contact us and we will set up your account.

E-courier.ca Login Screen:
https://e-courier.ca/

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Financial Calculators and tools

We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.

Buy vs. Lease:  Should you lease your next automobile or finance it?

Market Investment Rates: Current Market Investment and Loan Rates in Canadian and U.S. Markets

Mortgage Calculator: Calculate your mortgage payments and compare how much interest you will pay.

Loan Amortization Schedule: Create an amortization schedule.

U.S. Estate Tax Calculator: Canadians can use this simple calculator provided by Altero Levy LLP to estimate an Estate's total tax payable based on the deceased's U.S. situs property and worldwide Estate value.

Five-Year Travel History From U.S. Customs & Boarder Protection
Non-imigrants to the U.S. (ex. visitors for business or pleasure) can now access their recent arrival and departure information and travel history at: https://i94.cbp.dhs.gov/I94/#/recent-search

LINKS

We have compiled a list of Websites that we have found to be helpful sources of information. When you click on a link, a new window will open. Close the window when you are ready to return to this page.

Canada Revenue Agency - Home
The Canada Revenue Agency (CRA) is responsible for the administration of tax laws for the Government of Canada, and for most provinces and territories.

Canada Revenue Agency Phishing Scams - Avoid Fraudsters posing as the Canada Revenue Agency.

Checklist For Small Businesses - Tips for small businesses on starting, maintaining or closing a business.

Living in Retirement Guide - Many retirees face the challenge of stretching thier retirement savings over a longer lifespan than their parents/grandparents did.  This guide provides a number of steps you can take to make this easier.

CRA Payroll Calculator - Use the Payroll Deductions Online Calculator (PDOC) to calculate federal, provincial (except for Quebec), and territorial payroll deductions.

Non-Resident Tax Calculator - Use this calculator if you are a non-resident of Canada who is entitled to benefits under a treaty.

CPP Post-Retirement Benefit - If you continue to work while receiving your CPP retirement pension, and are under age 70, you can continue to participate in the CPP. Your CPP contributions will go toward post-retirement benefits (PRB), which will increase your retirement income.

Government of Canada
Get quick, easy access to the Government of Canada's most requested services and information including jobs, immigration, travel, business, benefits, health, taxes and more.

Finance Canada
The federal Department of Finance is responsible for the development of federal fiscal policy, including laws affecting federal taxes, financial institutions and markets, and federal-provincial transfer payments.

Statistics Canada - Canadian Industry Statistics
The federal government provides analysis and detailed information on economic indicators using the most recent data from Statistics Canada. This website helps small to medium sized businesses understand the dynamics of industries.  You can focus on a single industry over time or compare one industry to another.

Canada Benefits
The Benefits Finder on this website assists Canadians in obtaining a customized list of Federal and Provincial/Territorial benefits that they may be eligible for.

The Financial Consumer Agency of Canada
The Financial Consumer Agency of Canada (FCAC) is an independent body working to protect and inform consumers of financial products and services. They were established in 2001 by the federal government to strengthen oversight of consumer issues and expand consumer education in the financial sector. In July 2010, FCAC was also tasked with the oversight of payment card network operators and their commercial practices.
This site offers many useful Financial Tools and Calculators.

Canada-Alberta Job Grant
A way for employers and governments to support training that leads directly to available jobs or increases workers' ability to retain jobs. Eligible employers will be required to contribute one-third of the total training costs. Government will contribute two-thirds of the cost to a maximum of $10,000 per trainee.

Doing Business Outside of Canada
This site ranks countries based on how difficult it is to set up a business within that country. For example, how challenging it is to obtain licenses, government forms and financing.

The Bank of Canada
The Bank of Canada site includes a variety of useful features, including information on interest and exchange rates, financial indicators, securities auctions and more. The convenient "Currency Converter" allows you to determine Canadian dollar equivalents for a broad range of foreign currencies..

Alberta Treasury Board & Finance
Alberta Treasury Board and Finance is responsible for development of provincial fiscal policy and for administering provincial corporate taxation.

Alberta Labour
Alberta Labour is responsible for development and administration of provincial labour standards, workplace health and safety, and employment and training services.

Business Development Bank of Canada - Advice Centre
Provides a wide range of free information, tools, calculators, guides, ebooks and a blog for Canadain entreprenuers and business people.

The Globe & Mail
National, international and business news.

NEWSLETTERS

We are providing these newsletters for your information and enjoyment. These newsletters are in PDF format and are free of charge. Please click on the newsletter that you would like to view.

BUSINESS MATTERS
- 2015 -


February 2015


April 2015

June 2015

August 2015

October 2015


December 2015

BUSINESS MATTERS
- 2016 -


February 2016

April 2016

June 2016

August 2016

October 2016

December 2016

BUSINESS MATTERS
- 2017 -


February 2017

April 2017


JOLY HEINZLMEIR NEWSLETTERS

Joly Heinzlmeir Newsletter - Vol. 1, Issue 1 Fall 2013

Joly Heinzlmeir Newsletter - Vol. 2 Issue 2 Fall 2015

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Joly Heinzlmeir | 2016 Copyright