Tax Resource Centre
Important Information About Your Tax Slips
For an ETF held in a non-registered account, you will receive a T3/R16 tax slip for distributions received during the tax year from the dealer where you hold your units.
For mutual funds, your T3/R16 tax slips are sent directly by the mutual fund issuer. Slips are required to be mailed by the end of March.
For the breakdown of TD Mutual Funds and TD ETFs distributions for the year, refer to Fund Distributions below.
Tax & Retirement Planning
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
For example, you may consider using a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) to save for retirement or a Registered Education Savings Plan (RESP) for a child’s education. You may also want to take advantage of appropriate deductions and government sponsored benefits. In addition, consider whether it is advantageous to hold investments that earn relatively tax-efficient income, such as Canadian dividends or capital gains.
TDAM has created this guide to help outline some tax planning information.
MoneyTalk: TFSA Changes for 2023 – What You Need to Know
MoneyTalk: How Tax-Loss Selling Could Help You Weather a Down Market
What You Need to Know About Tax Loss Harvesting
Important Tax Dates and Resources
How Do Mutual Fund Distributions Work?
Distributions paid by mutual funds represent earnings generated by different types of investments held in the fund. As these investments earn income or are sold by the fund, the earnings are distributed in various ways. Depending on the source of the earnings, mutual fund distributions can have different tax implications and should be clearly understood for efficient tax planning.
Download the Distribution Guide Here >.
Tools and Calculators
Retirement Savings Calculator
Create a personalized retirement plan in an easy-to-print format.
Whether you're saving for your dream wedding, a rainy day, your first home, or an extended vacation, a TFSA can help you reach your goals sooner.
Compound Interest Calculator
Long-term investing can be a great way to save for your future. Use our compound interest calculator to see how your investments could grow over time.
Ways to Invest With Us
Below are some options to invest in TD ETFs within TD. If you are not a client of TD or already work with an investment professional,
feel free to ask them about our ETF lineup
TD Easy TradeTM
New to investing? Or looking for zero-commission ETFs?
TD Direct Investing
Canada's Largest online brokerage, with industry leading research tools and market research insights
(With an Advisor)
TD offers a one-to-one relationship with a dedicated TD Wealth advisor.