As we head into spring I wanted to touch base with a couple of reminders:

• Fiduciary Trust Year-end Statements are now available.

  • Tax information is provided on the REALIZED GAINS AND LOSSES page and the ANNUAL CHARGES & COMPENSATION page. 

  • if you did not get an email notice and need a copy let me know.

• Tax slips and RRSP contribution receipts.

  • Fiduciary Trust Tax slips can be downloaded at Franklin Templeton 

  • If you are not registered for on-line access, you can Self-register or let me know and I can get it set up for you.

  • If you are missing any other tax slips please send me an email and we will get you a copy.

• CRA My Account

  • Many of your 2023 tax slips will be available on your My Account 

  • LifeLegacy can access your Tax information directly from CRA with your authorization. Contact Ed to find out how to register.

• Market Comments

  • Fiduciary Trust's Perspectives is available here.

  • To arrange a personal portfolio review with the FTC team please contact me.

• LifeLegacy Insights: We have developed some resources for some of our most frequently asked questions.  Please see the following and reach out if you have any questions:

  • Insights on buying your first home

  • Mortgage Financing and Monthly Cashflow

  • Tax strategies for maximizing your TFSA

  • Understanding Life Insurance

  • Health & Dental for those without employer benefits

  • How to discuss your estate with your family

  • Preparing the next generation for wealth transfer

  • The importance of a Power of Attorney

  • What is Critical Illness insurance

All the Best!!

Ed