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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

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, C.G.A. and Richard R. Joly, C.A. (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.


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, B Sc. Accounting
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

Financial Calculators

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.

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.

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.

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/consent.html

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.

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.

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

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