(778) 385-2372 mramadan@monarchwealth.ca

RRSP/FHSA Tax Receipt Update


Monarch Wealth

 

View this email in your browser


Looking for your RRSP/FHSA Receipts?



Dear clients,

RRSP season is now over, but tax time is fast approaching. Many clients are reaching out to inquire about their tax receipts.

Monarch Wealth Mutual Fund Clients:

RRSP contributions made in 2024 should have been already emailed or mailed to you.

RRSP contributions from January 1st, 2025 to March 3rd, 2025 will be available around March 11th. You will receive an email from Monarch when they are available.

If you receive paper copies of your quarterly account statements, you will also receive paper copies of your RRSP contribution receipts. 

However, if you are signed up for online access, your tax documents will be available here:

If you haven’t already signed up for your online access, but would like to, please email kstepura@monarchwealth.ca for assistance.

Fidelity FHSA Account Holders:

Your receipts will be available in your Fidelity online access. Please follow this link to login or register for your account. 

All Other Clients (Manulife, Empire Life, Industrial Alliance, Etc.):

Your receipts will be mailed to you. If you have moved in the last year, please let us know so we can ensure they get sent to you. If you don’t receive them by March 25th please reach out to Kyle for help. 
 

Non-Registered/Open Account Holders:

Because of the recent changes in the capital gains rules, the government of Canada has allowed a one-time extension of the T5008 and T4 filing deadlines to March 17th. From the normal Feb 28th. Because of this, you may not receive all of your tax slips until late March.
 

  • Matthew & Kyle

<!–


–>
Email us for more information


Call us: 1 (778) 385-2372


This material, intended for the exclusive use by the recipients who are allowable to receive this document under the applicable laws and regulations of the relevant jurisdictions, was produced by and the opinions expressed are those of Matthew Ramadan at Monarch Wealth as of the date of this publication, and are subject to change based on market and other conditions. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Matthew Ramadan does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. The information in this document including statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.

All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Past performance does not guarantee future results.

Stocks, bonds and mutual funds are offered through Monarch Wealth Corporation. Insurance products and services are offered through Matthew Ramadan at Monarch Wealth.


Monarch Wealth Corporation is a member of the Canadian Investor Protection Fund
 
Stocks, bonds and mutual funds are offered through Monarch Wealth Corporation.  Insurance products and services are offered through Matthew Ramadan at Monarch Wealth. Banking products and services are offered through referral.

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and legally privileged and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.

 


LinkedIn
LinkedIn

Website
Website

Email
Email

Copyright © 2025 *|Monarch Wealth|*, All rights reserved.