As we close out the month September, and quarter 3 (Q3) all together, I hope you were able to enjoy all that summer had to offer. With the official beginning of fall and the restarting of all things busy (work related, family related, school related, etc.) I wanted to quickly touch on the RESP season that we are in.

The first of many changes to announce is that after a successful and monumental 40-year career within the financial industry,

The first of many changes to announce is that after a successful and monumental 40-year career within the financial industry,

As we are close out on the first quarter of the year, a reminder that (for most) taxes are to be submitted to the CRA by April 30. For those who are waiting to receive your tax slips for your non-registered accounts, investment companies had until the end of March to send them out. For those who are interested in having your tax return completed by Glen Koshman, as noted in the last several editions of this newsletter, please let me know and the team will be happy to send you instructions on when and where to submit your income tax information.

As we turn the page on February and the bitter cold it brought to Saskatchewan, I wanted to send a couple of reminders as we start income tax season.

As we close out the first month of 2025, it feels like a year’s worth of news and global events have already happened – the announcement of the Prime Minister’s intended resignation, wildfires that decimated parts of southern California, the inauguration of the 47^th President of the USA, and a cease-fire in the middle east are just to name a few…

Happy New Year! I hope you had a great holiday season with friends and family and were able to take some time to rest and recharge before the new year! As of January 2nd, our office doors have reopened, and the team is excited and ready for a great 2025!