September 2018 eUpdate - Read Meghan Flynn's insights and experience with loyalty point programs. When helping clients decide on which loyalty program to select I start by breaking down the decision into two parts..
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Smith Falconer Financial Group

October 2018 eUpdate

Year-End Tax-Planning Checklist

The new school year has launched, and as your Investment Advisory team, we are already thinking about the financial year-end! Our clients enjoy "checklists" like the one we share for tax filing every year. Now is a good time to consider taking action, before year-end, to save on 2018 taxes. We encourage you to reference our Q4Perspective "Year-End Tax-Planning Checklist" article on page 2 in our Q4 Perspective Newsletter. We will bring tax-saving opportunities to your attention in the coming months as we review portfolios.

Very best regards,

CIBC Wood Gundy


Smith Falconer Financial Group

333 Bay St.
28th Floor, West Tower,
Toronto, Ontario
M5H 2R2

Toll Free: 800 263.3803
Fax: 416 594.7951


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