Happy Holidays, Merry Christmas and Wishing You a Happy New Year Too!

As 2017 draws to a close, Natalie and I wish everyone the best going into the Holiday Season. It’s such a busy time of year but we hope that you’ll all get some down time in at the end of the month. We’ll be working up until Friday, December 22nd. The girls will be off school then and as I’ve been working a crazy amount of nights, it will be good to get some quality time in with them over the break. We’ll take a couple of weeks off and will be back in the office on Monday, January 8th. Please get in touch with us before the 22nd if there’s anything we can help you with before the end of the year.

With the end of 2017 approaching, I’d like to remind everyone of our hours of operation. While I have a bad habit of drifting from this in order to accommodate clients as much as possible, I am going to try to stick to it more in 2018. Please note that I make myself available four nights a week but will not see clients on Friday night. I’ll work the occasional Saturday morning but the girls need some Family Nights and weekends with their Dad. I need to make sure I give them that. Please take note of when I’m available for appointments:

Weekdays: 9:00am to 5:00pm

Evenings: Monday & Tuesday at our Home Office or in the South East – 6:30pm to 9:30pm

Wednesday & Thursday – 6:30pm to 9:30pm

Going into the New Year, I’ll also bring up the new Tax Declarations that all Investors need to sign. This is a Canada Revenue Agency (CRA) mandate and one that I’ve gone over with most clients by now. This form has to do with Tax Residency which has become a major issue with governments around the world. The CRA has requested that we report your tax status by May 1, 2018. If you are a U.S. Citizen, this form may require a little more attention. The Internal Revenue Service (IRS) has said that it has the right to fine U.S. taxpayers $500 if they fail to report by May. There is talk of fines from the CRA for failure to report as well so it is important to handle this paperwork. Natalie and I will continue to get in touch with our clients in order to get these filled out but please, if you haven’t signed this declaration yet, let us know and we’ll make arrangements.

Sorry to have to end this Christmas greeting with a paragraph on Income Tax related matters! On behalf of our family, we wish you a very Merry Christmas and a Happy New Year!!!

Bryce A. Borden

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