CLIENT PORTAL WILL BE TEMPORARILY CLOSED - WEDNESDAY, OCTOBER 23, AT 8 PM
The Client Portal will be closed temporarily on Wednesday, October 23, from 8 pm to midnight, in order to perform an update of our systems. Access will be restored as soon as it is completed. Wealth Management team's telephone service can be reached from Monday to Thursday, 8 am to 8 pm, Friday from 8 am to 5 pm, at 514-788-6485 (toll-free at 1-800-291-0337). Thank you for your understanding.

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Calendar of 2023 tax slips

Over the next few weeks, you will be receiving the 2023 tax slips by mail. The various applicable documents will be sent gradually from the end of January to the end of March 2024.

2023 tax slip calendar

Tax slips Date
Account Types
RRSP
      Contribution receipts from March 2 to December 31, 2023
      Contribution receipts from March 2 to December 31, 2023  End of January
      Contribution receipts from January 1 to March 1, 2024 
      Contribution receipts from January 1 to March 1, 2024 End of March
      T4RSP/R2 withdrawal receipts 
      T4RSP/R2 withdrawal receipts  Mid-February, if applicable
TFSA
      No contribution or withdrawal receipts are issued for a TFSA
      No contribution or withdrawal receipts are issued for a TFSA N/A
FHSA
      T4FHSA First Home Savings Account Statement
      T4FHSA First Home Savings Account Statement End of February
RESP
      T4A/R1 withdrawal receipts
      T4A/R1 withdrawal receipts Mid-February, if applicable
RRIF
      T4RIF/R2 withdrawal receipts
      T4RIF/R2 withdrawal receipts  Mid-February, if applicable
      NR4 withdrawal receipts
      NR4 withdrawal receipts Early March, if applicable
Others
      FT4A/R1 tax slips
      T4A/R1 tax slips Mid-February, if applicable
      T5/R3 and T5008/R18 tax slips
      T5/R3 and T5008/R18 tax slips End of February, if applicable
      T3/R16 and NR4 tax slips
      T3/R16 and NR4 tax slips Early March, if applicable

  

Where can you view your tax slips on the Portal?

Access the Portal and go to the My documents section to view your slips. Please note that they will only be available on the Portal if you have activated the option in your preferences.

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Log in to the Client Portal and go to the My Documents section.

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In My Documents, choose the Tax Slips and Others tab.

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  1. Log in to the Portal and go to the My Profile section.
  2. In Preferences, choose to receive your Quarterly Statements and Tax Slips on the Portal, then save your preferences.

Questions?

Contact our Advisory team