Richardson GMP

Welcome to the December edition of our monthly newsletter. As you are no doubt busy preparing for the holiday season, we are busy ensuring that all of the considerations surrounding the end of another tax year are handled on your behalf. We would like to take this opportunity to point out a couple of housekeeping matters:

Holiday office hours

December 23rd is the last trading day in Canada and the U.S. for equity market transactions to settle in 2016; markets close at 1 pm PST. Canadian and U.S. markets will be closed December 26th and January 2nd. Canadian markets are also closed on December 27th.

The Jefferson|Steele office will be closed from 1 pm on December 23rd through January 2nd, returning on January 3rd. We will have staff available for contact by phone during that week at our regular numbers, should you have an urgent matter.

We wish you the very best for the holiday season, and hope that you have the opportunity to spend some quality time with family and friends!

All the best,

Dwight, Tyler, Neil, Paul, Brenda, Jessica, & Wendy


In January, as per regulatory requirements, you will receive new reports for each account you hold with us. These reports will be provided annually and are separate from and in addition to your statement of account which details your holdings and activity during the period.

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Jefferson|Steele Christmas ideas

Books, movies, activities and more!

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2016 Year-end tax planning checklist

Financial planning is time sensitive. While the following list is not exhaustive, here are some items that must be considered, incurred or paid prior to year-end in order to be included in your 2016 tax return.

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5 tips to keep your Christmas tree alive through the holidays

You spend hours searching for the perfect Christmas tree and only hope that it will keep its needles till Christmas day. With an estimated 28 million live Christmas trees to be sold this year, you’re not alone.

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Barney Bentall show delights from beginning to end!

Anyone with a respect or admiration for extreme musical talent needs to see this show! Twelve musicians mixed and matched through the night, playing a variety of instruments each with jaw-dropping skill.

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Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Paul Rietkerk, CIM, FMA
Portfolio Manager
Tel.: 604.640.0562 • Email

Neil Kumar, CIM®
Portfolio Manager
Tel.: 604.640.0406 • Email

Wendy Lloyd
Tel.: 604.640.0556 • Email

Jessica Dewey
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300

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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 GMP 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. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.