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VPG Bulletin
November 2023


Hello everyone,
 
We're almost into the final stretch of 2023, which has flown by again at breakneck speed!
 
It's time to start thinking about your year-end tax planning, whether it's implementing loss-selling strategies, considering charitable donations or intentionally deferring taxable income.
 
To help you see things more clearly, we have prepared a list of elements to evaluate with the aim of overall wealth planning.
 
And if you'd like to enjoy the fall sunshine in the great outdoors, here are some suggestions for pleasant trails to soak up fall colors.
 
 
See you soon!
 
 
Francis, Michael, Hossein, Jean-Marc and Kristopher

 

12 Common budgeting mistakes to avoid in early retirement

Image credit: Apple photo library

Don't sabotage a long and happy retirement. See what a financial advisor has to say about avoiding common budgeting mistakes.

Read more
 

Ponant to journey through the St. Lawrence River in winter 2025

Image credit: Apple photo library

From January to February 2025, PONANT will offer four voyages through Canada's St. Lawrence River during the Boreal winter - a first for a cruise ship - aboard the hybrid-electric icebreaker, Le Commandant Charcot.

Read more
 

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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. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.
Adresse : 1250, boul. René-Lévesque Ouest Bureau 1500 Montréal (Québec) H3B 4W8 Canada