{"id":1778,"date":"2024-03-11T16:19:20","date_gmt":"2024-03-11T20:19:20","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/?p=1778"},"modified":"2026-02-18T15:15:03","modified_gmt":"2026-02-18T20:15:03","slug":"gold-seal-monthly-review-february-2024","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/gold-seal-monthly-review-february-2024\/","title":{"rendered":"February 2024 Monthly Review"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-1779 size-full\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team.jpg\" alt=\"\" width=\"1920\" height=\"661\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team.jpg 1920w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team-300x103.jpg 300w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team-1024x353.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team-768x264.jpg 768w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Team-1536x529.jpg 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h2 style=\"text-align: center\"><strong>Gold Seal Monthly Review<\/strong><\/h2>\n<p style=\"text-align: center\"><em>\u200a\u201cA candle loses no fire by lighting another flame.\u201d<\/em><\/p>\n<p style=\"text-align: center\"><em>\u2013 James Keller<\/em><\/p>\n<h3>Tax Season Reminders and Key Dates!<\/h3>\n<p>It&#8217;s tax season and the\u00a0<em>Gold Seal Financial Group<\/em> is busy putting our clients&#8217; tax packages together.\u00a0 Some of you have directed us to send documents directly to your accountants, which we will do once all slips have been generated. For those clients that like to get a head-start on their taxes, here are some important dates to remember and how-to&#8217;s:<\/p>\n<h4><strong>Slip Generation Date guidelines:<\/strong><\/h4>\n<ul>\n<li><em>T4RSP \/ T4RIF \/ T4A slips:<\/em> Early February<\/li>\n<li><em>T5 slip \/ T5008 summary:<\/em> Late February<\/li>\n<li><em>T5013 summary:<\/em> Mid March<\/li>\n<li><em>T3 slips:<\/em> Late March &#8211; Early April<\/li>\n<\/ul>\n<p>It&#8217;s important to know whether you have received all of your documents\u00a0<u>before you file your return<\/u>. To determine this, please consult your <em>Personalized Checklist<\/em>\u00a0within the\u00a0<em>2023 Tax Information Package.<\/em><\/p>\n<h4><strong>Accessing your tax documents:<\/strong><\/h4>\n<p>For your convenience, your Wellington-Altus Private Wealth tax documents can be accessed through your online client portal. To access this:<\/p>\n<ul>\n<li>Login to your account through our Gold Seal Financial Group Website or\u00a0<a href=\"https:\/\/myportfolioplus.ca\/wellington-altus\/login\" target=\"_blank\" rel=\"noopener\">THIS LINK<\/a>.\n<ul>\n<li>If this is your first time signing in, click \u201cStart here\u201d<\/li>\n<li>To reset your password, click \u201cForgotten password?\u201d<\/li>\n<li>If you don\u2019t know your User ID,\u00a0<a title=\"goldsealfinancial@wellington-altus.ca\" href=\"goldsealfinancial@wellington-altus.ca\" target=\"_blank\" rel=\"noopener\">please contact us<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>Click on the \u201cDocuments\u201d tab. Select from the dropdown menu:\n<ul>\n<li>\u201c<strong>Tax Slips<\/strong>\u201d to access your tax slips issued by our custodian National Bank.<\/li>\n<li>\u201c<strong>Reports<\/strong>\u201d to access your supplementary tax packages, which may include the following:\n<ul>\n<li>2023 Tax Information Package, which includes:\n<ul>\n<li>Your Personalized Checklist<\/li>\n<li>Realized Gain\/Loss Reports<\/li>\n<\/ul>\n<\/li>\n<li>Enhanced Fee Summary: this details management fees paid on non-registered accounts.<\/li>\n<li>Third-Party Checklist: This is a summary of tax slips prepared and distributed by 3rd parties such as mutual fund companies. The slips will arrive by mail from those companies.<\/li>\n<li>Foreign Property Report: Assists with the completion of a T1135 if required.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Please note that if you have elected to receive your tax slips by mail, you will continue to receive them as elected. However, the supplementary tax documents will only be available through your online client portal.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Key Reminders:<\/strong><\/h4>\n<ol>\n<li>Do not file your return until all slips have been generated. This may require you to wait until April to file.<\/li>\n<li>Third party providers will be mailing slips to your home. These are separate from what you download from Wellington-Altus online.<\/li>\n<li>If you have already discussed sending slips directly to your accountant with your advisor, this will be done on your behalf.<\/li>\n<\/ol>\n<h3><img decoding=\"async\" class=\"alignleft size-thumbnail wp-image-1781\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/James-Thorne-1-150x150.png\" alt=\"James-Thorne\" width=\"150\" height=\"150\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/James-Thorne-1-150x150.png 150w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/James-Thorne-1-300x300.png 300w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/James-Thorne-1.png 600w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/h3>\n<h3>March Market Insights by Dr. James Thorne<\/h3>\n<p>As central bankers grapple with new economic realities, investors must prepare for a new era in monetary policy. Learn why Dr. James Thorne believes financial instability and a looming credit crisis are about to take center stage over inflation in his <a href=\"https:\/\/d1sldxm8kemt77.cloudfront.net\/images\/6f28e894-db58-45cd-981d-8153108baaa2\/March-Market-Insights-by-Dr.-James-Thorne-The-Financial-Storm-is-Coming.pdf\">March Market Insights<\/a>.<\/p>\n<h2>Gold Seal Insights<\/h2>\n<p><img decoding=\"async\" class=\"alignleft wp-image-338\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Tanya-web-1-150x150.jpg\" alt=\"Tanya\" width=\"169\" height=\"169\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Tanya-web-1-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Tanya-web-1-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Tanya-web-1-768x768.jpg 768w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Tanya-web-1.jpg 800w\" sizes=\"(max-width: 169px) 100vw, 169px\" \/>Tanya was recently interviewed by Globe and Mail to discuss &#8220;financial infidelity&#8221; and why it sometimes exists in spousal relationships.<\/p>\n<p>Here\u2019s the good news: most spouses say they aren\u2019t keeping financial secrets from each other. Now, for the bad news: in\u00a0<a href=\"https:\/\/www.nerdwallet.com\/ca\/personal-finance\/financial-infidelity\" target=\"_blank\" rel=\"noopener\">an online survey<\/a>\u00a0The Harris Poll conducted in 2023 on behalf of NerdWallet Inc., 14 per cent of Generation Z (ages 18 to 26), 5 per cent of Generation X, and 3 per cent of baby boomers in Canada admit they\u2019ve hidden a purchase from their significant other. <strong><em><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-practice\/article-why-financial-infidelity-exists-in-some-spousal-relationships\/\" target=\"_blank\" rel=\"noopener\">Read the full article here.<\/a><\/em><\/strong><\/p>\n<h3>Gerry&#8217;s team is off to the Canadian Wheelchair Curling Championships!!!<\/h3>\n<p>Starting on March 24th, the country\u2019s best wheelchair curling teams compete for the right to be crowned as Canadian champions!<\/p>\n<p>We are proud to share that our very own Gerry Austgarden, along with his team, are representing B.C. at this event.<\/p>\n<p><strong><em>Please join us in wishing Gerry and his team the best of luck!\u00a0<\/em><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1782\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Curling.png\" alt=\"Curling\" width=\"830\" height=\"529\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Curling.png 830w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Curling-300x191.png 300w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/Curling-768x489.png 768w\" sizes=\"(max-width: 830px) 100vw, 830px\" \/><\/p>\n<h2><strong>Noteworthy Links<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/bigmail.wellington-altus.ca\/t\/c\/41d1a12e-c6ac-4bd0-8571-703d0e0abbed\/01883503-aeb5-7c3f-c27d-8ef3c14ec8c8\" target=\"_blank\" rel=\"noopener\">Seniors and their families caught up in botched CRA attempt to crack down on tax evasion<\/a><\/li>\n<li><a href=\"https:\/\/bigmail.wellington-altus.ca\/t\/c\/d232187b-297a-4e85-95aa-b101f018317c\/01883503-aeb5-7c3f-c27d-8ef3c14ec8c8\" target=\"_blank\" rel=\"noopener\">Tax Tips &#8211; What you need to know for tax-filing season<\/a><\/li>\n<li><a href=\"https:\/\/bigmail.wellington-altus.ca\/t\/c\/1a8c39e4-dfe4-46c8-a095-617e22e71238\/01883503-aeb5-7c3f-c27d-8ef3c14ec8c8\" target=\"_blank\" rel=\"noopener\">5 Things that Are Unlikely to Change Irrespective of Who Wins The 2024 Election<\/a><\/li>\n<li><a href=\"https:\/\/vancouversun.com\/business\/real-estate\/canada-foreign-home-buyer-ban-extended-2026\">Ottawa extends foreign buyer ban on Canadian homes to 2027<\/a><\/li>\n<li><a href=\"https:\/\/www.cfmediaview.com\/lp1.aspx?v=16_320360633_51382_11\">Canadians paying billions of dollars in &#8216;excess&#8217; bank fees: report<\/a><\/li>\n<\/ul>\n<h2><strong>Picture of the month<\/strong><\/h2>\n<figure id=\"attachment_1783\" aria-describedby=\"caption-attachment-1783\" style=\"width: 700px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1783\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/AC-Inflation-Forecasts-2024_Feb27-896x1024.jpeg\" alt=\"AC Inflation Forecasts 2024 Feb 27\" width=\"700\" height=\"800\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/AC-Inflation-Forecasts-2024_Feb27-896x1024.jpeg 896w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/AC-Inflation-Forecasts-2024_Feb27-263x300.jpeg 263w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/AC-Inflation-Forecasts-2024_Feb27-768x877.jpeg 768w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2024\/08\/AC-Inflation-Forecasts-2024_Feb27.jpeg 1200w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><figcaption id=\"caption-attachment-1783\" class=\"wp-caption-text\"><em>Source: https:\/\/www.visualcapitalist.com\/inflation-projections-by-country-in-2024\/<\/em><\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Tax Season Reminders and Key Dates!<br \/>\nIt&#8217;s tax season and the\u00a0Gold Seal Financial Group is busy putting our clients&#8217; tax packages together.\u00a0 Some of you have directed us to send documents directly to your accountants, which we will do once all slips have been generated. For those clients that like to get a head-start on their taxes, here are some important dates to remember and how-to&#8217;s:<\/p>\n","protected":false},"author":169,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1778","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1778","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/users\/169"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/comments?post=1778"}],"version-history":[{"count":4,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1778\/revisions"}],"predecessor-version":[{"id":2439,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1778\/revisions\/2439"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/media?parent=1778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/categories?post=1778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/tags?post=1778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}