March 2026 Newsletter

At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or e-mail Ridd.Associates@nbpcd.com. We would be happy to speak with you.

 

 

We also now have a new booking website.  We invite you to book your Video, in-person or phone call with any member of our team at a date/time that is convenient for you.

 

 

 

 

Mailing Schedule for tax slips and associated reports

Depending on your investment holdings and account activity, you could receive a variety of tax slips that you’ll need to prepare your annual tax return. For a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates, refer to our publication, 2025 Tax Documents Overview and Schedule.

 

Please make sure that you receive all required tax slips before filing your tax return with the Canada Revenue Agency.  If you are unsure if you have all of your documents, please do not hesitate to contact us.

 

See 2025 Tax Reporting Guide for BMO Nesbitt Burns for an overview of tax reporting for BMO Nesbitt Burns clients, information about filing deadlines, estimated mailing dates of tax slips, answers frequently asked questions about the annual tax season and provides other information to help simplify your tax preparation efforts.

Market and Portfolio Update

We invite you to view our market and portfolio update for March 2026.

READ MORE

 

Security alerts: Learn what to look for

Scammers go to great lengths to manipulate people, and it’s more important than ever to be mindful of your security and how to keep yourself, your loved ones, and your business safe.

Read on to learn about new or ongoing threats to your safety, online and off.

Scams Alerts: Learn What To Look For - BMO Canada