Good Evening everyone,
I am writing this e-mail as I look out at the sunset over a melting lake. I am taking a few days out of the office and won't be returning until Wednesday.
I want to remind you that Tax Season is upon us, and many of you will be spending the weekend gathering up your tax receipts, I'm sure. Most of you receive your tax packages from us electronically through DS Online, while a few of you are still receiving paper copies.
Your tax packages include a checklist of required receipts that should be out to you over the next few weeks. If you think you are missing any of your tax forms, you should reach out to Paula at firstname.lastname@example.org or 1-905-434-8170, or Taylor at email@example.com or 905-434-4450.
We send out our weekly e-mails every Friday, which may contain monthly or weekly information. Going forward, you will also be able to read these updates here on my blog, alongside a variety of curated articles which you may also enjoy reading.
Finally, the global monthly insight for March 2021 is available, you can find it at:
Thank you, and have a great weekend,
Brenda Miller CFP, CIM, FCSI
Vice-President and Portfolio Manager
The upward pressure on bond yields that had been so notable of late was less pronounced over the past week, driven by a confluence of factors that we explain below. Meanwhile, trends on the virus front have deteriorated. The next wave of the pandemic may have less meaningful investment implications this time around given the rollout of vaccines, but it suggests the world is not quite out of the woods just yet.
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