Year-end Statement and Tax Receipt Mailing Schedule

The Year-End Statement and Tax Receipt Mailing Schedule is outlined below for your reference. Please note that the dates provided are subject to change. For current information regarding the mailing schedule, please contact the Assante Service team at 1-800-268-3200 and select the option, Evolution Client Services.

If you are part of the Private Client program, please contact your Investment Counselor for information regarding the Private Client mailing schedule.

Tax Slips

Slip Type

Mailing Deadline

Tax packages

Mailed by Feburuary 26, 2021

Remainder of Year 2020 Contribution Receipts

Included with the Year-End Statement*
Where no statement is produced, receipts will be mailed by February 5, 2021

1st 60-Days RRSP Contribution Receipts

For purchases made from January 2 to January 31, 2021

Mailed by February 5, 2021

For purchases made from February 1 to February 12, 2021

Mailed weekly

For purchases made from February 15 to March 1, 2021

Mailed daily

T4RSP / T4RIF / Relevé 2

Included with the Year-End Statement*
Where no statement is produced, T4 mailings will be completed by February 5, 2021

Year-End Statements

Statement mailings for Evolution Private Managed Portfolios are expected to be completed by the beginning of February 2021. Statement mailings for Optima Strategy are expected to be completed by the end of February 2021.

Frequently Asked Questions

You may not receive a statement for the following reasons:

  • If you are an InvestorOnline client and opted to access your statement online, you will not receive a statement by mail.
  • If your address has changed and we have received returned mail for your account, your address status may be inactive. Consequently, a statement will not be produced. Please contact our service team  to update your mailing address.

Some tax receipts for registered accounts are included with your year-end statement. If you have a registered plan held in Nominee name, your Nominee may have produced your tax receipts.

For non-registered accounts, please refer to your United Financial Tax Package. Your Tax Package is sent separately from your year-end statement.

Your United Financial Tax Package may include:

  • Statement of Investment Income (T5 Slips/ Relevé 3)
  • Statement of Trust Income Allocations and Designations (T3 Slips/ Relevé 16)
  • Statement of Amounts Paid or Credited to Non-Residents of Canada (NR4)
  • T5008 Statement of Securities Transactions*
  • 2020 Capital Gain and Loss Report
  • 2020 Management Report of Fees Paid

* T5008s will be included in the tax package for client-held accounts. For nominee accounts, T5008s will be mailed seperately by the nominee.