Equitable can help clients this tax season

Equitable can help clients this tax season

It is tax time and clients should be receiving tax slips and deposit receipts by now.

Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  

Posted February 23, 2024