March 2023

Female entrepreneurs: obstacles and opportunities 

Female entrepreneurs aren’t just an important part of closing the gender gap, they are vital to the strength of our economy. In fact, research shows that improving women’s equality and encouraging women entrepreneurs in Canada has the potential to add $150 billion in GDP by 2026.

Read more
 

 
The 2022 tax season is upon us! 

If you held non-registered assets with Richardson Wealth in 2022, you will likely receive a 2022 Tax Document Checklist and have started to receive various T5s, T3s, T5008s, and more. The majority of slips will be mailed, but some Richardson Wealth documents are available on your Richardson Wealth online account portal, if you selected to receive tax documents electronically. 

A reminder of a few items:

  • Please use the Tax Document Checklist to ensure you have all the necessary slips before filing your tax return.
  • You will need to wait for the Trading Disposition Summary, to determine any gains or losses.  
  • Trading Disposition Summaries are being mailed in two batches this year. Please refer to your Tax Document Checklist for the reporting date.
  • Lastly, not all of the mutual fund company names on the Tax Document Checklist match the names on the slips you receive. Some examples include:

Checklist

Robson Capital T3

Robson Capital T5
Robson Capital T5013
Timbercreek T3
Bridgehouse T3
CIBC T5

Tax slip

Rise Properties Trust or
Revesco Properties Trust
Regimen Equity Partners
Regimen Equity Partners
Four Quadrant
Brandes
Renaissance

As always, we are here to assist with any questions you may have.
 

 
The World’s Most Valuable Bank Brands (2019-2023) 

Since 2019, Chinese banks have held the top four spots on Brand Finance’s Banking 500—an annual ranking of the most valuable bank brands.

Brand value in this context is a measure of the “value of the trade mark and associated marketing IP within the branded business”. In other words, it measures the value of intangible marketing assets, and not the overall worth of the business itself.

Read more
 

 
Your guide to 2022 income tax reporting 

As you prepare to file your 2022 income tax return, this brochure will assist you in understanding the tax forms you will receive from us and provide you with expected mailing dates for each form.

Read more
 

    

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.