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March 2015 eUpdate |
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Your 2014 Tax Slips Checklist
Filing taxes can be a stressful and overwhelming task. However, it doesn't need to be. We are here to help.
Having all your trusted advisors on the same page can provide confidence, comfort and clarity. As one of our value added services, we regularly communicate with our clients' respective accountants. To facilitate this, an introduction to your accountant would be welcomed. Alternately, simply provide us with contact information and we will be pleased to make the introduction ourselves.
We know that keeping track of all of your tax slips can be challenging, so click here for a Tax Slips Checklist which is also available on our website. Our 2014 checklist will help you organize the tax slips that you may be receiving, depending on the type of accounts and investments you hold.
Very best regards,
Smith Falconer Financial Group
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| CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto, Ontario.
The views of Lois Smith and Rodney Falconer do not necessarily reflect those of
CIBC World Markets Inc. |
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