Welcome to the December edition of our monthly newsletter. As you are no doubt busy preparing for the holiday season, we are busy ensuring that all of the considerations surrounding the end of another tax year are handled on your behalf. We would like to take this opportunity to point out a couple of housekeeping matters:
 

Holiday office hours

December 23rd is the last trading day in Canada and the U.S. for equity market transactions to settle in 2016; markets close at 1 pm PST. Canadian and U.S. markets will be closed December 26th and January 2nd. Canadian markets are also closed on December 27th.

The Jefferson|Steele office will be closed from 1 pm on December 23rd through January 2nd, returning on January 3rd. We will have staff available for contact by phone during that week at our regular numbers, should you have an urgent matter.

We wish you the very best for the holiday season, and hope that you have the opportunity to spend some quality time with family and friends!

All the best,

Dwight, Tyler, Neil, Paul, Brenda, Jessica, & Wendy

CRM2

In January, as per regulatory requirements, you will receive new reports for each account you hold with us. These reports will be provided annually and are separate from and in addition to your statement of account which details your holdings and activity during the period.

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Jefferson|Steele Christmas ideas

Books, movies, activities and more!

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2016 Year-end tax planning checklist

Financial planning is time sensitive. While the following list is not exhaustive, here are some items that must be considered, incurred or paid prior to year-end in order to be included in your 2016 tax return.

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5 tips to keep your Christmas tree alive through the holidays

You spend hours searching for the perfect Christmas tree and only hope that it will keep its needles till Christmas day. With an estimated 28 million live Christmas trees to be sold this year, you’re not alone.

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Barney Bentall show delights from beginning to end!

Anyone with a respect or admiration for extreme musical talent needs to see this show! Twelve musicians mixed and matched through the night, playing a variety of instruments each with jaw-dropping skill.

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