Your 2017 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 2017 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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