Click here to download the Flow Through Share Tax Information.

You may also contact the mutual fund companies directly for any ACB tax information. In reality, this is the easiest and probably most efficient way to gather your information. At this time of the year, the mutual fund companies are prepared for your calls and have direct toll free hotlines in place. This information is also available on-line for those of you with internet access.

I have attached an appendix which provides you or your tax preparer with both the toll free number and the web access information to the mutual fund companies. In both cases, your Dundee Securities account number will be required.

Click here to download the Mutual Fund contact list.

"Taxation has the largest single effect of eroding your wealth building endeavours. We recommend you consult with your tax advisor for a complete review of your personal income tax return. I will work with your tax advisor, or strategist, to ensure that your wealth building plans and your tax strategies are compatible. If you do not have a tax strategist, we can help you with that too. When it comes time to prepare your tax returns, let's work together to make certain that your tax preparer is recording the history we created, rather than just 'filling out the forms'".

If you require any further assistance or information, please let us know how we can help.