February Newsletter

John Ridd - Feb 10, 2023

Market and Portfolio Update

February Full Version of Newsletter, including this month's Market and Portfolio Commentary

January started the year off nicely in positive territory but not without the continued volatility – similar to what we saw in 2022. Both stock and bond markets are up, and all of our signals are flashing Green Zone.

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Monthly Features

Financial Resolutions for 2023

The start of a new year is a good time to review and set your financial priorities for the year ahead. The attached article, Financial Resolutions for 2023, discusses several opportunities that could help you save taxes, protect and increase your net worth, and position you for financial success in 2023. 

Please contact the office if you would like to further discuss this article or would like to set up a meeting to review your wealth management plan.


2023 Wealth Planning Facts and Figures

The 2023 Wealth Planning Facts and Figures is a helpful resource that summarizes important tax, retirement and estate planning information.

Please contact the office if you have any questions about the information contained in this document as it relates to your personal situation, or would like to discuss your wealth management plan.


Contribution Reminder For Your RRSP, TFSA and RESP Accounts

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

See here for details


2022 Tax Document Mailing Schedule

  • T3 and T5013 tax slips will be mailed to BMO Nesbitt Burns clients by March 29, 2023.
  • T3 and T5013 tax slips will be available on Gateway by March 27, 2023.
  • Realized Gain/Loss reports will be available the last week of March – first week of April
  • Further details will be available in our March Newsletter

This year, all T3 slips will be mailed out in a single mailing which will reduce any confusion when determining if all T3 slips have been received.

We hope you enjoyed this month's newsletter.

We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible.

If you know someone who can benefit from what you have learned today, please feel free to forward this newsletter to them.

Have a fantastic February!