Annual tax reporting

At Scotia Wealth Management we understand how important tax season is for our clients. Sorting through tax slips can be a daunting task, especially if you are receiving a variety of tax slips during this season.

We have prepared the resources below to help guide you through this.  

You may find it helpful to provide this information to your personal tax advisor.

Tax slips checklist

Important tax dates

Frequently asked questions

For further information on your tax slips, please contact your ScotiaMcLeod® Advisor, Scotiatrust® Relationship Manager, Private Investment Counsel Relationship Manager, International Investment Advisory Investment Advisor or Scotia iTRADE® Client Service.

This information has been prepared by Scotia Wealth Management and is intended as a general source of information only and should not be considered or relied upon as personal and/or specific financial, tax, pension, legal or investment advice. We are not tax or legal advisors and individuals should consult with their own tax and legal advisors before taking any action based upon the information. Opinions contained herein are our own as of the date hereof and are subject to change without notice. While care and attention has been taken to ensure the accuracy and reliability of the material in this website, neither Scotia Wealth Management nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of such material and disclaim any liability resulting from any direct or consequential loss arising from any use of the information contained herein. The information, opinions and conclusions contained herein are protected by copyright. This website may not be reproduced in whole or in part without the prior express consent of Scotia Wealth Management.