2026 February Newsletter
Tax Season Checklist: Key Dates & Reminders
As we move into tax season, February is a good time to review retirement savings, confirm key deadlines, and ensure your financial plans remain on track. Taking a few simple steps now can help support a smoother filing process and keep your overall financial picture organized, including income needs, emergency savings, and household budgeting.
Important dates – 2025 Tax Year
- Late January to March: We're uploading all your tax slips to Easy Web and WebBroker and mailing out slips based on your delivery preference.
- March 2, 2026: This is the last day to contribute to your 2025 Registered Retirement Savings Plan (RRSP). Be sure to stay within your contribution room—excess contributions over $2,000 may incur a 1% monthly penalty.
- April 30, 2026: Deadline to file your 2025 tax return for most taxpayers (for self-employed, see below). Any balance owing must also be paid by this date to avoid penalties and interest.
- June 15, 2026: The tax filing due date if you or your spouse or common-law partner are self-employed is June 15, your return will be considered filed on time if received on or before June 15, 2026.
Please visit my website for more details.
Wealth Perspectives
This month, check out my website for a few new articles on market perspectives:
- All that glitters: Why gold equities may continue to outperform energy stocks
- Beyond the hype: The silent stability beneath market speculation
- Why an investment process matters, especially in volatile markets
Useful Tips
1. What tax slips should I expect to receive?
Depending on the type of products and services you had throughout the year, you may receive different types of tax slips. Check out this Important Information and Reminders for more details and expected distribution dates for 2025 tax slips.
2. How to access your tax slips:
Log in to WebBroker and go to Accounts → Documents (eServices) → Tax Documents to view and download your slips.
Want to confirm contribution room or map out a contribution schedule? Reply to this email to book a quick check‑in for February.