Tax Information

Resources

Annual Statement and Tax Receipt Mailing Schedule

Annual statements are now available online and have been mailed.

Note: Dates provided may be subject to change.

 

AGF Funds, Elements and Harmony Tax Receipts

Tax Receipts Available Online Expected Mailing Date
Remainder of the Year Contribution Receipts Now Available Mailed: February 5th, 2019

Daily First 60 Day Contribution Receipts

Non-systematic plan purchases made between January 2 nd and March 1 st, 2019
Within 48 hours of settlement Daily

January Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between January 2 nd and January 31 st, 2019
Now Available  Mailed: February 12th, 2019

February Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between February 1 st and March 1 st, 2019
Now Available Mailed: March 13th, 2019
T3 / NR4 / Relevé 16 Tax Receipts Now Available Mailed: February 5th, 2019
T5 / NR4 / Relevé 3 Statement of Investment of Income Now Available Mailed: February 5th, 2019
T5008 and Relevé 18 Tax Receipts Now Available Mailed: February 5th, 2019
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts Now Available  Mailed: February 12th, 2019

 

Tax Booklets

Advisor log-in required

Essential Tax Booklet (2018/2019) 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