March Newsletter
John Ridd - Mar 07, 2025
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).
Important Tax Season Reminder & Guide
For non-registered accounts, realized gain/loss and T3s are expected to be mailed mid-late March. If you require duplicate copies of any of your BMO Nesbitt Burns tax related documents sent to you or directly to your accountant, please contact our office at 905-727-5040 or Ridd.Associates@nbpcd.com. For details, see 2024 Tax Documents Overview and Schedule as well as 2024 Tax Reporting Guide for BMO Nesbitt Burns
Market and Portfolio Update
We invite you to view the March 2025 market and portfolio update.
Monthly Features
2024 Tax documents overview and schedule
To help simplify your tax preparation efforts, we are providing a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates. It is important to note that this schedule may be subject to change. Please make sure that you receive all required tax slips before filing your tax return with the Canada Revenue Agency (“CRA”), to prevent having to file an amendment. As a reminder, most Canadian individual tax returns are due on April 30, 2025.
See 2024 Tax documents overview and schedule.
Checklist for completing your 2024 income tax return
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare your return, otherwise you will be required to file an amendment. In addition, you may want to have your 2023 tax return and Canada Revenue Agency (“CRA”) – and Notice of Assessment handy in case you need to refer to tax information from the previous year.
See Checklist for completing your 2024 income tax return.
Networth Newsletter
In this issue:
- Growing the good with tree planting
- Next-Gen: Understanding the value of money
- Estate planning for blended families
Read more here.
We hope you enjoyed this month's newsletter.
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Warm regards,
