October 2026 Newsletter
Ridd & Associates - Oct 02, 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 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.
Market and Portfolio Update
We invite you to view our September 2026 market and portfolio update.
Estate Information Organizer
In today’s fast-changing financial landscape, clarity and preparedness are essential. One of the most meaningful steps you can take for your loved ones is ensuring your affairs are organized and accessible.
Our complimentary BMO Private Wealth Estate Information Organizer is designed to help you consolidate everything in one secure document—providing a clear roadmap for your beneficiaries and trusted advisors.
This comprehensive tool allows you to record:
- Personal Details: Information about you, your spouse, dependants, and key contacts such as your Executor and advisors.
- Assets & Liabilities: Bank accounts, investments, real estate holdings, loans, and more.
- Income Sources: Employment income, pensions, rental income, etc.
- Digital Assets: Protect your online footprint and ensure nothing is overlooked.
- Important Documents: An inventory of what matters most—and where to find it.
Taking this step now can help reduce stress and uncertainty during what is often an emotional time for families.
See Estate Information Organizer
We hope you enjoyed this month's newsletter.
If you know someone who can benefit from our commentary or services, please feel free to share this newsletter to them.
Warm regards,
