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Richardson Wealth - SEKO Wealth Advisors
The Independent Source

January 2025


Educational Insights - Cohabitation Agreements with Chantal Cattermole

Please join SEKO Wealth Advisors and Chantal Cattermole, chair of Canadian Family Practice at Cozen O'Connor, for an informative discussion on cohabitation agreements (commonly known as pre-nuptial agreements). The recording can be viewed here.


RRSP and TFSA Contribution Reminders

The deadline to contribute to your RRSP for the 2024 tax year is March 3, 2025. Your maximum RRSP contribution limit for 2024 is: 18% of your earned income from the previous year or $31,560, whichever is lower. Plus, any unused contribution room from previous years. The contribution amount for 2025 is $7,000. Your Notice of Assessment from CRA will indicate if you have any additional contribution room.


Extended Deadline for 2024 Charitable Donations

The deadline for charitable donations for the 2024 tax year has been extended to February 28th, 2025, to mitigate the impact of December’s Canada Post strike. Read more here.


The World's Largest Companies by Revenue

Collectively, the world’s 10 largest companies by revenue generate roughly $4.6 trillion in annual sales, exceeding the GDP of countries like Japan and Germany. They have remained relatively consistent over the last 5 years, with one company always coming out on top. Read more here.

Tyler Steele BA, CFA, FEA
Portfolio Manager, Investment Advisor
Tel.: 604.640.0554 • Email
 

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

Jessica Dewey BA
Associate
Tel.: 604.640.0405 • Email 
 

Brenda Geib BA, PFP
Associate
Tel.: 604.640.0559 • Email
 

Heather Meehan
Assistant
Email
 

Jaideep Sandhu CFA®
Portfolio Analytics Associate
Tel.: 604.640.0254  •  Email
 

Amelia Wigan B.Sc.
Assistant, Team Coordinator
Tel.: 604.640.0209 • Email

Tim Engelbert CIM, B.Sc.
Portfolio Manager, Investment Advisor
Tel.: 604.640.0317  •  Email
 

Rory O'Connor CIM
Portfolio Manager, Investment Advisor
Tel.: 604.640.0315  •  Email
 

Maryam Fejvai
Associate
Tel.: 604.640.0556 • Email
 

Jackson Kern
Associate
Tel.: 604.678.6583 • Email 
 

Danielle O'Neill PFP
Associate Investment Advisor
Tel.: 604.640.0309  •  Email
 

Jennica Vegelahn
Associate
Tel.: 604.640.0319  •  Email

 
Serina Girdherlal
Assistant
Tel.: 604.640.0236  •  Email

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.

Address: Guinness Tower, 1055 West Hastings Street, Suite 2200 Vancouver BC V6E 2E9 Canada