Roberts Nash Advisory Group

Tax and Investment Guide 2020 - What You Need to Know

This guide has been prepared by National Bank Financial – Wealth Management (“NBFWM”) to present the various tax slips and information reports you may receive from us. You will find information regarding government tax slips and associated summaries. This guide is specifically intended for individuals residing in Canada. Canadians residing in Quebec should consult the Tax and Investment Guide 2020 (Quebec), which contains specificities regarding provincial taxation. This guide does not apply to non-resident corporations, trusts or individuals. Please note that this document is not meant to be an exhaustive reference on how to report income and capital gains and losses. We strongly recommend that individuals consult an accountant or tax specialist to complete their tax return. This guide is a brief summary covering federal taxation. However, some provinces have specific requirements to be considered by individuals residing in those provinces.

Useful Links

Canada Revenue Agency (CRA): Website (home page): https://www.canada.ca/en/revenue-agency.html

"My Account" for Individuals: https://www.canada.ca/en/revenue-agency/services/eservices/e-services-individuals/account-individuals.html

Income Tax Package: https://www.canada.ca/en/revenue-agency/services/formspublications/tax-packages-years.html

CRA and COVID-19: https://www.canada.ca/en/revenueagency/campaigns/covid-19-update.html

Tax and Investment Guide 2020

** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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