RRSP Contribution Deadline – Mar 01, 2021

DLD Quarterly Money Thoughts (February 2018) includes RRSP Contribution Deadline – MARCH 01, 2021, Live DLD Webinar Video Link: The Needle and the Damage Un-Done with Chris Lane (His last one with us), Second Opinion Service

RRSP Contribution Deadline on Thursday, March 01, 2021

This is a reminder that the deadline to make an RRSP contribution for the 2020 tax year is on Monday, March 1, 2021. If you are considering a lump-sum contribution or would like to set up an RRSP account, please contact us well in advance so we can help you get organized to avoid the last-minute rush.

Important Tax Information for 2021: This information pertains to working clients and those who have children: https://www.advisor.ca/tax/tax-news/essential-tax-numbers-updated-for-2021/

The Government of BC continues to provide financial support measures to individuals and businesses in response to the pandemic. Please click here for the measures available.

LIVE DLD Webinar: The Needle and the Damage - un-Done
Live DLD Webinar: The Needle and the Damage Un-Done with Chris Lane (His last one with us)

As a firm, we’ve been extremely fortunate to have worked with Chris closely for the last 10 years. This was Chris’ last webinar with DLD as he has accepted a new role with Mackenzie Investments. We thank him for his expertise and wish him all the best in his new role.

Here is the link to the webinar we hosted in December 2020.

Given the positive feedback on the webinars we hosted in 2020, we will continue to host these types of events.

DLD Financial Group Ltd. provides a Second Opinion Service
Second Opinion Service

In specific situations, DLD Financial Group Ltd. provides a Second Opinion Service which is a no-obligation offer to review an individual’s assets, existing financial plan and incorporate them into a cohesive plan. This plan takes into account all sources of income, expenses, and liabilities. This is a valuable process for prospective clients who are looking for a new planner.

This is a 2-step process to provide a general idea on whether the prospective clients are on the right track and we show this via a tailor-made financial plan designed to effectively meet specific financial goals.

We look forward to exploring the opportunities that our Second Opinion Service may provide your family, friends and colleagues.

Please do not hesitate to contact us if you have any questions or if there’s anything we can do to help.

Thank you for your time and continue to stay safe.
Dave, Kelly and Ryan