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The Tucker Willson Group
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Your ScotiaMcLeod Account Statement
You will recieve a statement for your ScotiaMcLeod group plan account(s) monthly whenever
there are account transactions during the month. If there is no activity you wil receive quarterly statements. We are very proud
to be the only full service brokerage firm offering an RRSP statement
which shows the total value of contributions to the plan, and the plan's
growth since it was opened (or 1991, whichever is later). For more information on your statement, check out our Statement Guide, below.
Note: Average cost does not reflect the original purchase
price of a security where dividends have been re-invested. See why in our
Dividend Distribution Example.
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Statement Brochure
Download the entire statement brochure
(Individual pages shown below.) |
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First Page - RRSP Accounts
The first page of your RRSP statement shows the value change from the last
statement (or account summary), contribution summary, and plan growth calculation. |
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First Page - Cash Account
The first page of your non-registered account shows the value change from the last
statement (or account summary), cash balances, and dividend and interest income summary. |
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Account Activity - All Accounts
The second page shows your asset class
summary, and recent transactions (buys, sells, interest, dividends,
cash in/out) in your account. The third page contains information on
your account holdings, quantity held, the average cost base and
current market price. Any open orders or orders due to settle after
month end are also shown. |
| Trade Confirmation |
The trade confirmation is sent whenever there is a trade in
your account that is not part of a monthly pre-authorized plan. |
| Tax Tips from ScotiaMcLeod |
Helpful hints for preparing your taxes from ScotiaMcLeod. |
| Annual Trading Summary |
In March each year, we provide a trading summary for the
previous year for your non-registered investment accounts to help you with tax reporting. |
If you would like to receive a hard copy of these
brochures, contact your regional advisor.
Questions?
For answers to your questions regarding payroll
deductions, statement frequency and investment timing and minimums:
The information contained on this website is for use by persons resident in Canada only.
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