May Newsletter
Megan Lisowski - May 02, 2024
At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or Ridd.Associates@nbpcd.com. We would also be happy to meet with you in person (either in-person, via video or telephone).
Market and Portfolio Update
It is nice to see the green leaves sprouting on the trees and the flowers all blooming as we move into May. Like the season, we continue to hold into the Green Zone on a longer-term basis in the markets globally. On a shorter-term basis, markets remain “messy”, and therefore, in the short-term indicators, we are more cautious and in the Yellow Zone.
Monthly Features
2024 Federal Budget Review
The most significant income tax measures affecting individuals and Canadian private companies are summarized in the attached article. Note that the measures introduced are only proposals at this stage and may not ultimately be enacted into law as described or at all. Readers are cautioned to consult with their independent tax advisors for specific advice on how they may be affected by these proposals.
Networth Newsletter
In this issue:
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Tips for paying yourself as a business owner
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10 ways to divorce-proof your assets
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The “nudge” theory and investor behaviour
We hope you enjoyed this month's newsletter.
If at anytime you would like to meet with us, please contact us by phone at 905-727-5040 or Ridd.Associates@nbpcd.com. We would be happy to setup an in-person meeting, phone meeting or virtual meeting at a time that is convenient for you. We look forward to reviewing your portfolio and wealth plan as well as answering any questions you may have.
If you know someone who can benefit from what you have learned today, please feel free to forward this newsletter to them.
Warm regards,
