March 2024

Tips and Tricks: MyRichardsonWealth App for iPhone or Android

Our website has been optimized for smart phones, but we do get asked now and then “When will you have an app?”. Turns out, developing and maintaining an app is unnecessary these days when you use a little trick that gives similar functionality to users: adding to Home Screen.

This was new to us, so forgive us if it’s not to you. We think you’ll find that it gives the convenience you are looking for from an app but removes the need for ongoing tweaking of separate Apple and Android apps with every IOS update or device update. 

The steps are:

  1. On an iPhone, navigate to MyRichardsonWealth.com in your browser.
  2. Touch the square with the up arrow  and choose “Add to Home Screen”.
  3. The home page will become an extra icon (as if it was an app) on your phone.


On a PC, the process is similar, but the jargon is “Adding an App” rather than “Add to Home Screen”. 

Because of this trick and the costs associated with developing and maintaining separate apps as well as the website, there are no plans for Richardson Wealth to create standalone apps for Apple or Android. And really, no need!
 

 
Financial tips for new parents

Whether it’s through birth, adoption, or surrogacy, deciding to have a child is one of the biggest decisions you’ll ever make. The rewards are undeniable – but so are the costs.

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The 2023 tax season is upon us!

If you held non-registered assets with Richardson Wealth in 2023, you will most likely have received a 2023 Tax Document Checklist and started to receive various T5s, T3s, T5008s, and more. The majority of slips will be mailed, but some Richardson Wealth documents are available on your Richardson Wealth online account portal, if you selected to receive tax documents electronically.

A reminder of a few items:

  • Please use the Tax Document Checklist to ensure you have all the necessary slips before filing your tax return.
  • You will need to wait for the Trading Disposition Summary, to determine any gains or losses.  
  • Lastly, not all of the mutual fund company names on the Tax Document Checklist match the names on the slips you receive. Some examples include:
Checklist Tax slip
Robson Capital T3 Rise Properties Trust or
Revesco Properties Trust
Robson Capital T5 Regimen Equity Partners
Robson Capital T5013 Regimen Equity Partners
Timbercreek T3 Four Quadrant
Bridgehouse T3 Brandes
CIBC T5 Renaissance

As always, we are here to assist with any questions you may have.
 

 
Your guide to 2023 tax reporting

As you prepare to file your 2023 income tax return, this brochure will assist you in understanding the tax forms you will receive from us and provide you with expected mailing dates for each form.

Read more
 

    

The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.