Thank you for taking the time to review our newsletter. This month’s newsletter brings something a little different. It is written by Natalie!
Operations have been quite busy around the office these days. On top of homeschooling the girls and Lactation Consultations, I have been putting in hours with Bryce in the office. The first quarter tends to be a fast-paced time for us. Many clients are taking the opportunity to top up their RRSPs, TFSAs and other saving plans as well as reviewing account performance. Despite not being able to sit down in person with our clients, Bryce has been able to schedule many video review meetings. We have also been able to utilize other electronic options for account maintenance. If you’ve been thinking of adding to these plans, don’t forget the RRSP Deadline is March 1, 2021.
Please keep in mind that at this time of year, you’ll be getting in your 2020 Annual Statements. You’ll also start to get some Tax Forms in the coming weeks. Please remember that even if you want to file your taxes at the beginning of the year, you won’t necessarily get all the Tax Slips you’ll need to file. Investment Companies don’t have to send these out in the first couple months of the year. You may have to wait on these especially if you invested in a Flow-Through Shares Limited Partnership. If you have a Non-Registered Investment Loan, please make sure to keep the Annual Statement which shows the Interest Payment throughout 2020. You’ll want that number for your Tax Return. If you haven’t been able to track down these documents, Bryce is happy to help out. We ask though to kindly wait until after February as many aren’t produced until this time anyway.
Before I sign off for this month, I’d like to take this moment to remind you of the best ways to reach us. As always, we are available on our business telephone line, Bryce’s cell phone or either of our email addresses. I want to make a special note that text messages are not the preferred way to get in touch. They are difficult to track, can be missed and are often not seen until the end of the business day. We look forward to hearing from you but please remember to keep it to calls or emails!
Natalie Borden
