RIGHT ON THE MONEY

Holidays Greetings, Hours & Important Dates

2024 has once again reminded us of the importance of pausing amid the busyness and noise of everyday life to reflect on what truly matters. We are deeply grateful for all we have and, most importantly, for the relationships we cherish. To our incredible clients, thank you for your trust and partnership over the years. We wish you a happy, healthy, and prosperous New Year.

As we transition into 2025, we’d like to share some important updates and insights to help you close out this year and start the new one with confidence. Please see the details below.

Modified office hours over the holidays:

To provide our team members a well-deserved opportunity to relax and reconnect with their families, we will be temporarily modifying our business operation hours:

  • Closing:   Friday, December 20, 2024, at 5pmand remaining closed until
  • Re-Open:   Monday, January 6, 2025, at 9am

During this time, if you require immediate care please call/text 519-503-2428 or email andrea@mcadvisorgroup.com.

Dallmeier Accounting:

Our in-office partner accounting firm, led by Tara Dallmeier CPA, continues to deliver exceptional service, advice, and value to many of our clients. We are pleased to continue this on-site collaboration with Tara and her team which bring invaluable tax and accounting services to our team as well as our clients.

Giving Back:

As a firm we have been blessed with many good things and believe in paying it forward as much as possible. Throughout the year we make a point of supporting various initiatives in and around the Waterloo Region, either through participation, sponsorship, or both. The following are organizations we have supported in 2024:

Zonta Club of Kitchenerhttps://zontaeclubcanada.org/
Terry Fox Foundationhttps://terryfox.org/
Food Bank of Kitchener Waterloohttps://www.thefoodbank.ca/
The Working Centrehttps://www.theworkingcentre.org/
Lissard Househttps://lisaardandinnisfree.com/
Important notes:
  • RRSP deadline (2024) is March 3, 2025
  • RRSP contribution limit (2024) is 18% of 2023 earned income up to a maximum of $32,490, plus any carry forward room from your previous years
  • Annual TFSA contribution limit (2025) remains at $7,000. Lifetime TFSA contribution room (2024) is $102,000 for individuals born in 1991 or prior
  • Personal Tax filing deadline (2024) is April 30, 2025

We look forward to working with you in the new year!

Sincerely,

Brent Martin, PFA, PFP, CHFS, CPCA, CEA, RIS

Partner, Martin Christopher Investments

Doug Christopher, PFA, CPCA, CEA, RIS

Partner, Martin Christopher Investments

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