Christine Walsh Financial Consultant

04/10/2025

04/08/2024

Happy Solar Eclipse Day!
Be safe and minds your eyes!👓

03/28/2024

💥📣NEWS📣💥

📬STRAIGHT FROM CRA TO MY EMAIL

For those not sure if you needed to file a T3 Bare Trust, You do not for 2023
Caused an uproar and backed down for now!

💥💥NEW – Bare trusts are exempt from trust reporting requirements for 2023

To support ongoing efforts to ensure the effectiveness and integrity of Canada’s tax system, the Government of Canada introduced new reporting requirements for trusts.

In recognition that the new reporting requirements for bare trusts have had an unintended impact on Canadians, the Canada Revenue Agency (CRA) will not require bare trusts to file a T3 Income Tax and Information Return (T3 return), including Schedule 15 (Beneficial Ownership Information of a Trust), for the 2023 tax year, unless the CRA makes a direct request for these filings.

Over the coming months, the CRA will work with the Department of Finance to further clarify its guidance on this filing requirement. The CRA will communicate with Canadians as further information becomes available.

02/23/2024

📣Tax Season, Let’s Go!!📣

I wanted to reach out and inform you of some changes I have implemented this year to streamline our communication and document management process.

In the past, I've noticed that managing tax documents through various channels such as text, multiple emails, WhatsApp, Facebook Messenger, etc., has become quite overwhelming. To simplify this process, I am introducing a new method that I believe will benefit us all.

📩 I sent out an email inviting you to log into a portal through Client Track. Your login ID is your email, and a temporary password has been provided. Upon logging in, you will be prompted to create your own password.

This portal will serve as a centralized location for all your tax documents. Once I add your documents you will also be able to access your tax return and NOAs (Notice of Assessment if I have access to your CRA and add them) at any time.

Using this portal is more secure than email or text messaging, as it is approved by CRA (Canada Revenue Agency).

If you have any questions or concerns, please do not hesitate to reach out to me.

For those who may have missed the email or deleted it thinking it was spam, or maybe indo not have your email address, please let me know, and I will resend it to you.

📸 You can upload any file type, including PDFs, JPEGs, and pictures from your camera (provided they are clear).

The system will notify me when you upload documents, and vice versa, it will notify you if I have added any documents for you.

I appreciate your support and feedback! If you have a moment, a🔎 Facebook review would be greatly appreciated. Unfortunately, my Google account is currently unavailable.

Additionally, please remember that I am here to assist you with various financial needs, including mortgages, life insurance, critical illness coverage, disability insurance, investments, and more. If you or someone you know are considering these services, I would be delighted to discuss option.

I also offer complimentary (FREE) financial analysis plans to help you make informed decisions.

Chat soon!!