Tax Slips and Supporting Documents You May Receive

How you receive tax slips will be a little different this year. Due to the ownership change of HollisWealth midway through 2017, you will be receiving tax slips from both Scotia Capital Inc. (from Jan – Aug) and Industrial Alliance Securities Inc. (from Aug – Dec). This will be the only year this will happen. In addition, if you have non-registered accounts, you may receive two sets of slips from any mutual fund company you are invested with for your old account number, and your new.

As we will not have ready access to duplicate tax receipts issued by Scotia Capital Inc., it is imperative that you keep all slips you receive over the coming months.

Click here for all the details regarding HollisWealth tax slips for 2017

We caution you not to file your return before April 15th, as certain investment companies do not file their tax slips until the end of March (and you could be subject to penalties and/or additional filing costs should you file before these receipts are included in your tax return).

Stay tuned for more information on this in the next while. We’d be honoured to help you with your taxes this year.