As we celebrate this holiday season, we want to express our heartfelt thanks for your trust and partnership this year. Supporting your financial goals has been a privilege, and we look forward to continuing our work together in the coming year.
Wishing you and your loved ones a joyful, peaceful holiday. May this season bring you cherished moments and renewed energy. Remember, the best investments are often in the connections we share.
Looking ahead, here are some important dates & reminders for 2025:
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TFSA & RRSP Reminder
- TFSA Contribution Limit for 2025 is $7,000
- RRSP Deadline for 2024 tax year is March 1, 2025
You can contribute via online banking, or ask us to set up a one-time or regular contribution from your account.
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Make an Appointment
January is the perfect time to top up your Tax Free Savings Account and make RSP contributions for the 2024 tax year. You can easily book your appointment with Amanda through https://calendly.com/avsrcam or give us a call at 519-822-8021.
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To Know Before you File Taxes
- For Non Registered Accounts, management fees are tax-deductible. Download your December 31, 2024, statement from the Investia portal and share it with your tax preparer.
- For Registered Accounts, tax slips will be posted to your client portal, and you'll receive an email notification when they're ready. If you prefer a mailed copy, please contact our office.
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Investia Client Portal - clients.investia.ca
Use the portal to see your copy of documents, tax slips, statements and to update your banking & contact information. You can also upload documents to our team in a secure way.
Our office will be closed from December 23 to January 1, reopening on January 2. We're taking this time to allow our team to enjoy the holidays with their loved ones and return refreshed for a successful 2025. If you need assistance during this period, please email Amanda at avansoelen@rcami.com, as emails and voicemail will be monitored.
From everyone at Royal City Asset Management, we wish you a joyful Christmas filled with warmth and cheer. May the coming year bring you prosperity and success.
