Looking For Your Tax 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.

RRSP contributions made in 2025 should have been already emailed or mailed to you.

RRSP contributions from January 1st, 2026 to March 2nd, 2026 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.

Non-Registered/Open Account Holders:

If you are in our Anchor, Helm, or Full Sail portfolios, your T5008 should already be mailed to you, or available in your online access. Your T3 will be available sometime around March 19th. If you are invested in any other portfolio, your receipts will be mailed to you directly from each investment company you are with.

Matthew

<!–

–>

Email us for more information

Call us: 1 (604) 210-5700

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statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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.