February 2018 Newsletter

Feb 01, 2018 | Cairy Holtby


February 2018

We are now heading into tax season and as this is a busy time of year for all of us, we thought it may be helpful to share with you the dates you can expect to start having tax slips mailed out to you.

The RRSP contribution deadline for the 2017 tax year is March 1. If you plan on making an online RRSP contribution, online payments take two business days to process, and will need to be sent by February 27 (during business hours) in order to be received for the March 1 deadline.


CRM2 Cost and Performance Reports are currently are now being mailed out. You will receive a cost report and a performance report for each account you have. If you have any questions at all once you receive yours, please do not hesitate to give us a call.


Please stay tuned to our website, www.cairyholtby.com for our new Blog section, where we will post interesting articles and updates. As always the regular Global Insight Weekly and Monthly publications are available online.

Tax mailing update:


T5/R3&NR4 Package & T4RIF / T4RSP

Approximately February 14 to February 26

T5013/A Forms / R15 (Limited Partnership Units)

From March 6, 2018 – Completion

T5 Split Corps Package

From February 27 – 28, 2018

T3/R16 & NR4 Package (Mutual Funds)

From March 6, 2017 - Completion



1099 Package (for QI/U.S. persons)

Mandatory January 31, 2018

1042-S Slips/Package

Mandatory March 15, 2018











Perspectives Magazine

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more






Update on private company tax proposals

What’s in and what’s out with respect to the federal government tax changes for Canadian-controlled private corporations.

Read more






Tax planning strategies for high income earners

Tax minimization strategies for those earning $200,000 or more to consider with their professional tax advisor.

Read more







Interesting Reads







Volatility is back: What the selloff means

Source: RBC Wealth Management


Making a Will: Six things to help you leave a lasting legacy

Source: RBC Wealth Management


Emotional Investing: Getting past our biases

Source: RBC Wealth Management


Davos 2018: Trying to gain traction in a disrupted world

Source: RBC Wealth Management