Client Letter – 2022-Q1 (Client Dashboard)

Q1 2022 Client Communication

Your account statement for the quarter ending March 31, 2022, have been posted. Your account statement includes transactions that occurred in your account(s) from January 1 through March 31, 2022. To view your statement, go to My Accounts > My Documents > Account Statements.

If you have any questions or require more information on your reports, please contact me.

New Account Statement Design

When you review your account statement, you’ll notice some changes. We’ve introduced a few modifications to make it easier for you to find the information you need. The account statement document is now divided into three separate sections:

  • Account Statement
  • Performance Report
  • Charges and Compensation Report

Tax Deadline Reminder

The CRA considers your tax return received on time if it was filed before or on May 2, 2022 (or June 15 for self-employed people). Here are some changes to the tax code for 2021 that you should be aware of before filing:

  • The 2021 RRSP limit has risen to $27,830, while the TFSA limit stays at $6,000.
  • Maximum annual pensionable earnings raised to $61,600 for 2021 and $64,900 for 2022.
  • Maximum annual pensionable earnings raised to $61,600 for 2021 and $64,900 for 2022.

For more information on the latest tax changes, download our summary of most significant federal tax changes that may affect your 2021 personal tax filing.

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