Tax Season is upon us! Using the portal to access Tax Slips.
Tax season is here! Please see pages 27 and 28 in this guide for guidance on how to download your tax documents from your Richardson Wealth Portal . Should you require further assistance with accessing your documents, please do not hesitate to reach out to Amelia.Wigan@RichardsonWealth.com . Please do not hesitate to get in touch if you would like to be set up with the online portal. Besides tax slips you can securely access monthly statements and other sensitive documents.
Protect yourself from impersonation scams
Recently, some financial institutions have seen a spike in fraudulent attempts to impersonate their online platforms.
While Richardson Wealth has not experienced any such attempts involving our client portal, MyRichardsonWealth, we want to make sure you remain vigilant and protect yourself from potential impersonation scams.
Read this article for advice on stay safe when accessing MyRichardsonWealth.
The importance of updating your will with Isabel Romeral.
Please join us for a conversation with Isabel Romeral, partner at Farris LLP, on the importance of updating your will. You can watch the recording here.
Introducing CRM 3
As part of the Client Relationship Model 3 (CRM3), beginning in January 2027, a new regulatory requirement called Total Cost Reporting (TCR) will give you a clearer view of the costs associated with your investments. Your annual performance and charges report will include a straightforward, dollar‑based breakdown of fees paid on products you owned over the past year, such as mutual funds and ETFs. Read more here.
