At the Sullivan Wealth Management Group when it comes to tax planning, we want to make sure you are always well prepared and informed. Below you will find our most recent tax reporting guides and tax planning articles.

Tax Reporting

This guide summarizes the important dates and required tax information to prepare your annual tax return. It also includes a handy list of potential tax slips you may receive from RBC Dominion Securities (depending on your investment holdings and account activity). 

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Please contact Dan Boyd at dan.boyd@rbc.com or call 519-675-2037 to set up an appointment by phone or video conference.