April 2026 Newsletter
John Ridd - Mar 31, 2026
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 be happy to meet with you (either in-person, via video or telephone).
We also now offer a convenient online booking option! You can easily schedule a video meeting, in-person appointment, or phone call with any member of our team at a time that works best for you.
We wish you and your loved ones a Happy Easter weekend!
Please note our offices are closed on Friday April 3rd and we will have limited availability on April 6th.
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. Note, the final T3 tax slips (if applicable) were mailed out the week of March 27th. If you are unsure if you have all of your documents or would like us to email them to you or your accountant, 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 April 2026.
Monthly Feature
Pension income-splitting provides tax planning opportunities for couples
The pension income-splitting rules provide an effective, yet simple, strategy to lower family taxes. Being
able to split pension income provides an opportunity for couples to reduce their overall family tax bill by
taking advantage of a spouse’s or common-law partner’s lower marginal tax rate where retirement incomes
are disproportionate.
We hope you enjoyed this month's newsletter.
If you know someone who can benefit from our commentary or services, please feel free to forward this newsletter to them.
Warm regards,
