Tax Information

Resources

AGF is going paperless!
Year-end statements for AGF Cash, TFSA and RRSP accounts (and their Group and Spousal Plan equivalents) are no longer being printed. Only statements for AGF RESPs, Locked-In plans and RRIFs will be printed and mailed. In the future, the printing of these account types may also be eliminated. You can continue to receive year-end statements and other documents in paper by updating your document delivery preferences in the secure AGF.com My Account Portal, or by calling us at 1-888-216-4424.

Annual Statement and Tax Receipt Mailing Schedule

Annual statements are available online and have been mailed.

Note: Dates provided may be subject to change.

 

AGF and Elements Funds Tax Receipts

Tax Receipts Available Online Expected Mailing Date
Remainder of the Year Contribution Receipts Now Available Mailed: February 3rd, 2021

Daily First 60 Day Contribution Receipts
Non-systematic plan purchases made between January 1st and March 1st, 2021

Within 48 hours of settlement Daily

First 60 Day Contribution Receipts
Systematic plan purchases made between January 1st and March 1st, 2021

March 12th, 2021 March 12th, 2021
T3 / NR4 / Relevé 16 Tax Receipts Now Available Mailed: February 3rd, 2021
T5 / NR4 / Relevé 3 Statement of Investment of Income Now Available Mailed: February 3rd, 2021
T5008 and Relevé 18 Tax Receipts

Now Available

Mailed: February 3rd, 2021
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts Now Available

Mailed: February 12th, 2021

 

Tax Booklets

Advisor log-in required

Essential Tax Booklet (2019/2020) now online

Annual Distribution Breakdown1

1 The annual distribution breakdown does not reflect the tax characteristics of management fee rebates (MFR). For more information please contact AGF Client Services at 1-800-268-8583 Monday to Friday from 8:00 a.m. to 8:00 p.m. ET
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