March 2025
The Big Stuff
IMPORTANT DATES
It’s everyone’s favourite time of year, Tax Time! Please note there are some upcoming important dates to keep in mind. If you require assistance with filing your taxes, please reach out to someone on the team and they will put you in touch with a tax prep specialist at Verecan Wealth. You can also find our online tax preparation questionnaire HERE or download a paper version HERE. You can also download the Verecan Wealth Tax Filing Fee Schedule HERE.
Personal Income Tax
•File on or before Wednesday, April 30, 2025
If you have a balance owing for 2024, you must pay it on or before April 30, 2025 to avoid interest charges.
Self-Employed Individuals
•File on or before Sunday, June 15, 2025
If you have a balance owing for 2024, you must pay it on or before April 30, 2025 to avoid interest charges.
If you plan to pay your 2025 taxes in installments, the installment dates for 2025 are as follows:
Installment Payments for 2025
Saturday, March 15, 2025
Sunday, June 15, 2025
Monday, September 15, 2025
Monday, December 15, 2025
Corporations – T2
The return is due within 6 months of your fiscal year end.
Installment Payments
Monthly or quarterly, consult with your tax preparation specialist for guidance.
MORE ABOUT TARIFFS
It’s been an unusual time lately. While no one can (or should attempt to) predict exactly what’s ahead, or even fully understand the impact of decisions that have already been made, our Chief Investment Officer, Josh Sheluk, is here to offer his perspective.
In this video, he discusses the current landscape and reinforces that our investment philosophy remains unchanged. While things may be challenging on a day-to-day basis, our path forward is clear, and our portfolios are built to withstand the ups and downs.
Please watch the video below for his thoughts, and as always, feel free to reach out with any questions.
Communications News
THE CLIENT PORTAL
You may have noticed some changes to email notifications about statements, tax documents, and annual portfolio reviews. As the client portal continues to evolve, the goal is to enhance your experience.
If you have any questions—whether about navigating the portal, reviewing statements, or tax document delivery—our admin team is happy to help. Just reach out!
Recent Updates
TRADE UPDATE
Podcast: Barenaked Money
RECENT EPISODE
If you haven’t had a chance to check out the podcast lately, here’s a recent episode we think you’ll enjoy.
Verecan in the Wild
WHERE WE’VE BEEN AND WHERE WE’RE GOING
Lots of great media coverage, but we’ve chosen a few that are relevant and timely.
Until Next Time
We’re here to help! Have questions or feedback on this newsletter—or anything else? Drop us a line. ClientExperience@verecan.com or 1.800.782.2345
We are, possibly, the lone voice of reason you’re hearing right now. If you’ve got friends or family who are hearing other messages, feel free to have them reach out to us. We are here and willing to provide information and clarity to anyone, whether they’re a client or not.