End of year donation deadlines
As we approach Christmas, please note the following deadline for donations for 2025.
- November 14th, for monthly traded mutual funds.
- December 1st, 2025, for everything else.
Donation instructions received after the cutoff dates will be processed as best efforts only.
Year-end tax planning checklist
Effective tax planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax planning perspective that can make a positive impact on your overall finances.
Please see our Tax Planning Checklist for guidance and, as always, please don’t hesitate to contact a member of the team should you require assistance.
Richardson Wealth officially joined iA Financial Group
We’re thrilled to announce that Richardson Wealth has officially joined iA Financial Group:
a partnership that establishes a leading non-bank wealth management firm in Canada.
This milestone brings together two proud Canadian legacies under one united family, strengthening our ability to serve you with even greater depth and expertise. As one of the largest insurance and wealth management groups in Canada with 135+ years of heritage, iA Financial Group, like Richardson Wealth, is focused on helping clients to achieve the best possible outcomes. Both firms are aligned in values of independence, trust and a commitment to excellence.
What’s not changing
Our relationship with you remains the same. We remain deeply committed to helping you protect your wealth and plan for the future. You’ll continue to receive the same trusted advice and tailored support you’ve always relied on, with guidance designed to meet your unique and evolving financial needs.
There will be no changes to your accounts. Your account numbers, statements, and access to your accounts through the MyRichardsonWealth client portal all remain the same.
Read the press release here: iA Financial Corporation Inc. completes acquisition of RF Capital Group Inc. - Richardson Wealth
Government debt to GDP by country in 2025
Global debt levels continue to rise, with 2025 marking another year of fiscal strain across both advanced and developing economies.
This map shows how much each country’s government debt compares to its economic output, measured as debt-to-GDP ratio, offering insight into fiscal resilience and vulnerability worldwide.
A new consolidated view on MyRichardsonWealth
We have made improvements on MyRichardsonWealth to how you view your accounts activity.
As of October 2025, when you login, you will now see a consolidated view for all the accounts you have access to on the Activity page. This change provides greater clarity on transactions which cross between accounts, consolidated reporting in Canadian dollars, and transaction dates, making it easier to reconcile activity related to your holdings. The new consolidated view will be the default which you can update in your settings, at any time.
