Services

Annual Service Lifecycle

January

Q1 Newsletter & Account Contributions & RESP Withdrawals & RRIF/LIF Payment Amounts

February

Investment Portfolio Review & Rebalance

March

Tax Package Prep

April

Q2 Newsletter & Tax Check-In Call

May

Client Educational Webinar

June

Financial Plan Review

July

Q3 Newsletter & Financial Plan Review

August

Financial Plan Review

September

RESP Withdrawals & Post Summer Check-in

October

Q4 Newsletter

November

End of Year Tax Planning

December

RRIF/LIF Payment Projections

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