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Polson Bourbonniere Financial
Planning Group Inc.*
DWM Securities Inc.
100 - 7050 Woodbine Ave.
Markham, Ontario L3R 4G8
Tel: 416.498.6181 or 905.413.7700
Toll Free: 1.800.263.0120
Fax: 905.305.0885 info@pbfinancial.com
www.worryfreeretirement.com
Ruth Ashton, CFP®
Investment Advisor
Certified Financial Planner
Phone: (905) 413-7710 rashton@pbfinancial.com
Paul Bourbonniere, CFP®, CLU, CH.F.C.
Investment Advisor
Certified Financial Planner
Phone: (416) 498-6181 pbourbonniere@pbfinancial.com
Lydia Bzowej, BA, CFP®, EPC Investment Advisor
Certified Financial Planner
Phone: (905) 413-7703 lbzowej@pbfinancial.com
Allan Kalin, CFP®
Investment Advisor
Certified Financial Planner
Phone: (905) 413-7706 akalin@pbfinancial.com
Derek Polson
Investment Advisor
Phone: (905) 413-7709 dpolson@pbfinancial.com
Kirk Polson, CFP®, CLU, CH.F.C.
Investment Advisor
Certified Financial Planner
Phone: (416) 498-6181 kpolson@pbfinancial.com
Office Hours
Monday to Friday,
8:30 a.m. - 5:00 p.m. |
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| CRA Notice of Assessment (NOA) & Tax-Free Savings Accounts |
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We have been made aware of some administrative complications in the processing of TFSA returns which could result in inaccurate TFSA reporting on your NOA. The CRA is working to resolve the situation and will be issuing a TFSA Contribution Room Statement in early fall which will contain all corrections to reporting. Note that the NOA’s for returns filed after April appear to be correct.
If you have been contacted by CRA about an over-contribution to your TFSA, be sure to contact your investment advisor for assistance. |
