November 2020

Introducing Richardson Wealth

Our name has changed, but you can still expect the same excellent service! The name change to Richardson Wealth reflects a new ownership structure that proudly highlights our focus on wealth management. We remain committed to providing all of our clients with an exemplary service that enables you to grow and protect your wealth for generations.
 
*Reminder: If you are forwarding a cheque for deposit to your account, please make it payable to “Richardson Wealth” going forward. Thank you!
 

Market Ethos — Who will pick up the tab?

Perhaps the most recurring question from the many virtual client events hosted by our firm’s Research Team during the pandemic has been — who is going to pay for all of this? In this Ethos they dive into the tab, how it has been financed so far and what it potentially means for the future.

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Year-end tax planning checklist

When it comes to taxes, timing matters. The checklist, prepared by the Tax & Estate Planning Team, outlines key dates and strategies as the 2020 tax year draws to a close.
 
The checklist includes important information on:

  • Income taxes payable on any COVID-19 financial benefits
  • Tax instalments
  • Tax-loss selling strategies
  • Income-splitting loan planning 
  • TFSA and RRSP contributions and deadlines
  • Considerations for incorporated business owners
  • Upcoming trust reporting obligations for trustees starting in 2021
  • And more

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Bottom-up Pulse Check: Is the Worst Behind Us?

Global stethoscope still working? QV Investors highlights how some of the businesses in the Global Equity Strategy are navigating this period of volatility and seizing opportunities for the long term.
 
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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 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, 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.