Dear investor,

We wish to remind you that your tax statements will be mailed to you by March 31, 2020.

 

If you have an non-registered account

  • The “Tax Slip Schedule” letter (already mailed) will give you the list of positions for which a tax slip will be issued by March 31, 2020

  • Tax documents issued by mutual fund companies (including issuers of high interest accounts) that were mailed to you directly by them;

  • The capital gains/losses report which will be sent by email given the late date on which it will become available. We can also mail it upon request. Note that this report will only be issued if sales transactions have been made to the non-registered account.

Lastly, some tax slips won’t be available until the end of March; therefore to avoid having to amend your tax returns, make sure you have received all your tax documents before submitting them to your accountant.

 

As always we remain available for any questions!

 

Sincerely,


Hélène Gagné                          

Linda Johnston

Portfolio Managers
Gagné Johnston Private Wealth (PEAK Securities)

gagnejohnston@peakgroup.com
514-848-0393  |  800-848-0393  |  514-499-8444

Gagné Johnston Private Wealth

950 - 1, Westmount Square  |  Westmount, Qc H3Z 2P9  |  (514) 848-0393