Some areas to watch for:
* If you have a Non-Registered investment in a Fee-based account, make sure you have the page from the annual statement that shows the advisory fees that can be used as a tax deduction.
* Non-Registered accounts also issue a T5008 to report on capital gains that must be declared as income. This is essential to include in your income tax package.
* Depending on the type of investment you hold, companies may have until March 31st to issue T3 and T5 slips. Filing too soon may have you missing valuable information.
* If you have online access, you may be able to find whether a slip has been issued for your specific investment and print a duplicate.
Be sure to call us if you have any questions.