Ontario's Wiarton Willie, Nova Scotia's Shubenacadie Sam, and Quebec's Fred la Marmotte have all reportedly agreed that spring like weather will soon arrive. We are looking forward to sunshine filled, longer days ahead!

As we step into the new calendar year, we all know too well “tax time” is just around the corner,  we have an article  outlining strategies and ideas that may be timely for you and your family members.

Recently we have had several clients inquire about switching their documents and tax slips to e-delivery to ensure more timely delivery, secure document storage, along with a reduction in use of paper. Here is how you can switch to e-documents and e-tax, or you can simply click here to reach Janet directly with any questions or assistance with set up and navigation.

Although not mentioned in the article above, an additional strategy for anyone considered a “first time home buyer” is the newly created First Home Savings Account.  click here for a quick 2 minute video explaining FHSA.

Are you an executor or a trustee, including a bare trustee? If so, you should be aware that new reporting requirements, for certain trusts, are changing. Click here for details.

Here is the link to the monthly market insights by our Portfolio Advisory Group, where they share their thoughts on value investing, growth investments as well as global fixed income and equity highlights.

Calling all golf enthusiasts!! 

As a valued member of the Golf Canada community, RBC is pleased to extend a VIP priority offer on select tickets for the 2024 RBC Canadian Open. Experience the thrill of live professional golf as Canadian Nick Taylor looks to defend his title at the Hamilton Golf and Country Club.  For more information and to purchase tickets, click here.