Resources

Tax Information

AGF Funds / Elements Available Online Target Mailing Date
Advisor: Annual AGF Statements (including copies of T5008 and R18, My Book only)

Statements: January 12th, 2018

Tax:  January 23rd, 2018

Mailed: January 19th, 2018
Investor: Annual AGF Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts, if applicable)

Statements: January 12th, 2018

Tax:  January 23rd, 2018

Mailed: January 31st, 2018
January Monthly contribution First 60 Day Receipt February 9th, 2018 Mailed: February 14th, 2018
February Monthly contribution First 60 Day Receipt Week of March 12, 2018 Week of March 12, 2018
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) January 23rd, 2018 Mailed: January 31st, 2018
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) January 23rd, 2018 Mailed: January 31st, 2018
T5008 and Relevé 18 Tax Slips (Stand-alone) January 15th, 2018 Mailed: January 31st, 2018
T4RIF and Relevé 2 Tax Slips January 30th, 2018 Mailed: February 6th, 2018
T4RSP and Relevé 2 Tax Slips January 30th, 2018 Mailed: February 6th, 2018
T4A (RESP) Tax Slip and Relevé 1 January 30th, 2018 Mailed: February 6th, 2018
NR4 Non Resident Tax Slips January 30th, 2018 Mailed: February 6th, 2018

 

 

 

Harmony Available Online Target Mailing Date
Advisor: Annual HAR Statements (including copies of all tax slips except Remainder of Year RSP Contribution Receipts)

Statements: January 12th, 2018

Tax:  January 15th, 2018

Mailed: January 25th, 2018
Investor: Annual HAR Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts)

Statements: January 12th, 2018

Tax:  January 15th, 2018

Mailed: January 25th, 2018
January Monthly contribution First 60 Day Receipt February 9th, 2018 Mailed: February 14th, 2018
February Monthly contribution First 60 Day Receipt Week of March 12, 2018 Week of March 12, 2018
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) January 15th, 2018 Mailed: January 26th, 2018
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) January 15th, 2018 Mailed: January 26th, 2018
T5008 and Relevé 18 Tax Slips (Stand-alone) January 15th, 2018 Mailed: January 26th, 2018
T4RIF and Relevé 2 Tax Slips January 29th, 2018 Mailed: January 31st, 2018
T4RSP and Relevé 2 Tax Slips January 29th, 2018 Mailed: January 31st, 2018
NR4 Non Resident Tax Slips January 29th, 2018 Mailed: January 31st, 2018