 |
 |
|
March 2016 eUpdate |
 |
Your 2015 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 ensure your portfolio is as tax-efficient as possible. To facilitate this, please provide us with an introduction to your accountant. Alternatively, simply provide us with the contact information and we will be pleased to make the introduction ourselves.
We know that keeping track of all your tax slips can be challenging, so click here for a Tax Slips Checklist which is also available on our website. Your 2015 checklist will help you organize the tax slips you may be receiving, depending on the type of accounts and investments you hold.
Very best regards,
CIBC Wood Gundy
Smith Falconer Financial Group
|
This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2016
Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.
|
|
|
