Meet the Team
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333 Bay St.
28th Floor, West Tower
Toronto, Ontario
M5H 2R2
lois.smith@cibc.ca
Tel: 416 594-7967
rodney.falconer@cibc.ca
Tel: 416 956-6248
Toll Free: +1 800 263-3803
Fax: 416 594-7951
Visit our website
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Your 2016 Tax Slip Checklist
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Filing taxes can be a stressful and overwhelming task. However, it doesn't need to be. We're 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 their 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 to access our Tax Slips Checklist which is also available on our website. Your 2016 checklist will help you organize the tax slips you may be receiving, depending on the type of accounts and investments you hold.
Did you know that tax slips are available through CIBC Wood Gundy Online? Click here to sign in
and access your tax slips at any time, from anywhere!
Very best regards,
CIBC Wood Gundy
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.
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