Simplifying the complex world of tax slips for investors in Canada. Learn about the different types of slips for registered and non-registered accounts, including T4, T5, T3, and T5008. Understand the timing, sources, and how to verify your tax slips to ensure a smooth tax season.
0:00 - Introduction to Tax Slips for Investors
0:30 - Focus on Investment-Related Tax Slips
1:14 - Tax Slips for Registered and Non-Registered Accounts
2:46 - Tax Slips for Non-Registered Accounts and Capital Gains
4:01 - Timing and Deadlines for Tax Slip Issuance
5:30 - T3 and Trust-Related Tax Slips
6:15 - Sources and Accessibility of Tax Slips
7:01 - Conclusion and Additional Resources
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.
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Tax Season Simplified | Canada Tax Slip Guide for 2024
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