ALL ABOUT TAXES...

ARE YOUR TAX SLIPS READY?

Click here to see Assante's tax documents mailing schedule

Updated tax tools now available!

Click here for the 2015 Personal Income Tax Organizer which provides you with a checklist to help you compile the information you need to complete your personal tax returns, whether you do it yourself or engage the services of a professional tax preparer.

Click here for the 2016 Personal Tax Calendar which gives you a list of important dates for personal tax filing and planning for this year.

Your Annual Fee Summary is the last page of your Assante year-end statement. Your Non-Registered Account Fees are tax deductible.

Your capital gain/loss report is included in your fund-company year-end statement i.e. DFA, Vanguard, Sentry Select.

Is the tax season stressing you out?

We have access to a professional tax preparer* who has 30 years experience-they will do the heavy lifting for you.

It's simple, fast and accurate!

Sign these documents and return with your tax slips – we'll take care of the rest.

Click here - Forms for Tax Service - First Timer

Click here - Forms for Tax Service - Return Client

Pricing $199 + HST per return
$99 + tax per return for students

For more information please contact Michelle Moniz today at
905-771-5200 or [email protected]

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

*Certain employees of TMFG Tax Service maintain a relationship with Assante Capital Management Ltd. ("Assante") through which they sell investment products. The relationship that they have with Assante does not include tax preparation services which TMFG Tax Service is solely responsible. TMFG Tax Service is not associated in any way with Assante, and Assante has no responsibility for the tax preparation services offered by TMFG Tax Service.

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