Richardson GMP
DECEMBER 2015

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

1) December 24th is the last trading day in Canada for equity market transactions to settle in 2015; markets close at 10am PST. Canadian markets will be closed December 25th and December 28th, and will re-open December 29th. They will also be closed January 1st. US Markets will be open December 28th (so the last day for trading US securities is December 28th); all other dates for US market closures are the same as those for Canada.

2) The Jefferson|Steele office will be closed from 10am on December 24th through January 4th. 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!

In this edition of our newsletter, we start with holiday reading book recommendations (2 titles from each team member), then an article on the 10th annual Grand Caribou Express Concert (benefitting the Potluck Café Society), and finish with a piece on TFSA and tax bracket changes. Enjoy…

All the best,

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

Holiday book reading recommendations

 ...and for your Christmas reading pleasure, some of our recent favourite titles:

Read full article

Potluck Café fundraiser

After our team’s two experiences providing and serving hot lunches at the Potluck Café on the Downtown East Side, we were honoured to contribute more to this worthy cause.

Read full article

TFSA back to $5,500 as of Jan. 1: Here’s what to do

By Melissa Shin (Advisor.ca)

It’s official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so clients will not be affected for 2015.

Read full article

 

Jefferson|Steele

Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Paul Rietkerk, CIM, FMA
Portfolio Manager
Tel.: 604.640.0562 • Email

Neil Kumar
Associate Investment Advisor
Tel.: 604.640.0406 • Email

Wendy Lloyd
Associate
Tel.: 604.640.0556 • Email

Jessica Dewey
Associate
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Associate
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300

www.JeffersonSteele.ca
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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 GMP 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. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.