Archive for the 'Special Commentaries' Category

AUG 14 2019 – FINANCIAL EDUCATION PROGRAM – POST-SECONDARY TOPIC 1

We are excited to be offering a Children and Young Adult’s Financial Education program. We are providing material for three distinct age cohorts: 9-12, 13-17, and 18+. Please find the material below for the first topic in this series.

For Parents: Post-Secondary Topic 1 (Cash Flow)

Resources for Students:

  1. New York Times Article ‘How to Start a Budget’: View PDF
  2. University Budget Spreadsheet: Download Excel Spreadsheet

AUG 2 2019 – BDF CLOSED MONDAY, AUGUST 5TH

Please note our office will be closed on Monday, August 5, 2019 for the Heritage Day Holiday. Our advisors will still be available this date via email and cell phone. We will resume regular office hours on Tuesday, August 6th at 8:00am.

Wishing you a very happy long weekend!

APR 16 2019 – BDF Office Closed April 19th & 22nd

Please note our office will be closed this Friday, April 19th and Monday, April 22nd for the Easter Long Weekend. Our Financial Planners are still available via email and cell phone both of those dates. Our office will resume regular business hours at 8:00am on Tuesday, April 23rd. On behalf of our team, we wish you and your family a very happy Easter weekend!

AUG 29 2018 – BDF OFFICE CLOSED MONDAY, SEPT 3

Our office will be closed on Monday, September 3rd for the Labour Day holiday. Should you require any assistance this date, our advisors are still available via email and cell phone. We will resume regular business hours on Tuesday, September 4th.

On behalf of our team, we wish you a very happy and safe long weekend!

Mar 29 2018 – BDF CLOSED FOR EASTER LONG WEEKEND

Please note our office will be closed on Friday, March 30 & Monday, April 2 for the Easter long weekend. Should you require assistance on these dates, our advisors are still available via email and cell phone. We will resume our regular office hours on Tuesday, April 3, 2018.

On behalf of our entire team, we wish you and your family a very Happy Easter weekend!

FEB 16 2018 – BDF CLOSED MONDAY, FEBRUARY 19

Our office will be closed this upcoming Monday, February 19th for the Family Day Holiday. Should you require assistance, our advisors will still be available via email and cell phone. We will resume regular office hours at 8:00am on Tuesday, February 20th.

On behalf of our entire team, we wish you and your families a very Happy Family Day!

FEB 12 2018 – RRSP DEADLINE REMINDER

This is a friendly reminder that the cut-off date for making RRSP contributions which count towards reducing your income for 2017 is March 1st, 2018. Please note that in order to ensure any last minute contributions count towards this deadline, we will need to receive your instructions or deposits prior to this date. Below is a list of the different methods of making your contribution as well as the deadlines for each method.

Transfer from Non-Registered Account: If you have a Non-Registered account set-up, you can simply send us an e-mail indicating the amount you would like transferred from this account to your RRSP. Please allow for 3-4 business days for the money to transfer between accounts, so we should receive this request by Monday, February 26th at the latest.

Online Banking Transfer: Simply add your Custodian (Credential Securities or National Bank Independent Network) as a “Payee” through your online banking, and include your account number. If you need assistance finding your account number or are unsure of your Custodian, please contact our office. If you choose this method, please also notify us with the amount you are contributing, so we can have your Portfolio Manager watch for it. Please note it can take 3-4 business days for the funds to transfer from your bank account to investment account, so this should be done on Monday, February 26th at the latest.

EFT from your Bank: You will just need to sign an EFT form if you have not already done so, which allows Credential/NBIN to take the money directly out of your account with your consent. Once they have the signed form, we will just require an email from you indicating the one-time amount you are authorizing them to withdraw from your bank account and which account you would like it deposited to. We must receive your instructions for this method by Wednesday, February 28th at Noon (MST) at the latest in order to process in time.

Cheque: Please make your cheque payable to your Custodian (Credential Securities or NBIN) and either mail it to us or drop it off at our office. We must receive your cheque in our office by Wednesday, February 28th at Noon (MST) at the latest in order to process it in time. We will notify you once we have received your cheque and will courier it to your Portfolio Manager, who will then deposit it. It is also important that the name on the cheque matches the name on the account that the contribution is going to. Otherwise, an additional letter of direction may be required to allow for the deposit.

Should you have any questions or require our assistance, please don’t hesitate to contact us at 780-490-4200.

DEC 20 2017 – BDF HOLIDAY HOURS 2017

Please note our office is closed for Christmas Holidays this year from Friday, December 22 at 4:00pm through Monday, January 1, 2018.

If you require urgent assistance during the dates we are closed, your Financial Planner will still be available via e-mail and cell phone. We will resume our regular business hours at 8:00am on Tuesday, January 2, 2018.

On behalf of everyone at Blackburn Davis Financial, we wish you and your family a very Merry Christmas and Happy New Year!

DEC 6 2017 – BDF CLOSED IN AM THURSDAY, DECEMBER 7

Please note our office will be closed in the morning on Thursday, December 7, 2017 as our team will be out of the office volunteering with the Edmonton Food Bank. Our Financial Planners will still be available intermittently via email and cell phone, should you have an urgent matter. We will re-open for regular office hours in the afternoon from 1:00-4:00pm.

NOV 9 2017 – BDF OFFICE CLOSED FRIDAY, NOVEMBER 10

Please note our office will be closed on Friday, November 10 in lieu of Remembrance Day. Should you have an urgent request on Friday, our Advisors are still available via e-mail and cell phone. Our office will resume regular business hours on Monday, November 13.