Tax Planning Tips & Guides

2024 Handy Financial Planning Facts

A quick look at the contribution limits, deadlines and tax information that can be applicable to you!

Client Guide to 2023 Tax Reporting

Client Guide to 2023 Tax Reporting

This guide summarizes important dates and required tax information to help prepare your annual tax return.

2023 Tax Preparation Reminders

With the 2023 personal income tax return filing deadline fast approaching, this is a great time to see if you're taking advantage of all of the tax benefits you may be entitled to. Deadline for filing April 30th, 2024.

Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. View the Tax Reporting Guide now.

The Tax Reporting Guide features:

  • Tax mailing dates

    Mailing dates for RBC Dominion Securities tax packages.

  • Tax information checklist

    A useful reference outlining all the Canadian and U.S. tax information slips and supporting documents you may receive from RBC Dominion Securities, including descriptions of how to use them.