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VPG Bulletin
March 2023

Hello,
 
In addition to marking the arrival of spring, March is tax preparation month.  Other new features will be added in 2023.
 
There are new things to know for 2022, such as the first-time homebuyer credit and the enhanced senior credit. Other new features will be added in 2023, such as the multigenerational home tax credit and the real estate tax on filings, which you should know about.
 
March is also Fraud Prevention Month. In addition to the ever-popular grandfather scam, traps involving cell phone providers and mobile app risks have been added. Learn how to say no and protect yourself, especially if you use Interac.
 
See you soon!



Francis, Michael, Hossein and Kristopher
 

What is the "S" in ESG?

Image credit: Apple photo library
 
How can a company manage its relationships with its workforce, the societies in which it operates, and the political environment? This is the central question behind the "S" in ESG investing - the social aspect of sustainable investing.

Read the article

 

10 tips to protect your home when you're away  

Image credit: Apple photo library

Your trip was booked months ago, your bags are packed, and you're ready for some R&R! Whether you're going on a short getaway or an extended journey abroad, it would be a shame if it were spoiled by an issue that arose while you were gone.

Read the article
 

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Francis Sabourin
Portfolio Manager
Investment Advisor
Tel.: 514.989.4844  •  Email
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Francis Sabourin
Wealth Management

1250 René-Lévesque Blvd. West
Suite 1500
Montréal, QC  H3B 4W8

www.FrancisSabourin.com


The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, NL and PEI. Additional administrative support and policy management are provided by PPI Partners. Insurance products are not covered by the Canadian Investor Protection Fund. Richardson Wealth Limited, Member Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.
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