Just like any tree along the Highwood River, with deep established roots, we will weather the storm every season and try to grow a little in the next. Delanoy & Co. LLP is a thriving accounting practice serving High River and surrounding areas for 40 years. Our commitment to providing professional value-added services to our clients drives our growth. We invite new applications for our team.
Adjusted Cost Base (ACB) Transition – Reference Materials
As required by the Investment Industry Regulatory Organization of Canada (IIROC), investment advisors and brokers are required to track and report ACB to their clients. Links to the legislation and policies regarding investment advisor and broker requirements to provide this service is as follows:
- IIROC – June 11, 2015 – Rules Notice 15-0128
- IIROC – June 11, 2015 – Attachment B to Rules Notice 15-0128
Personal Tax Season
Clients are annually asked to complete and submit the following documents (as sent direct previously) when delivering their tax information. Any materials received after April 15, 2017 cannot be guaranteed for completion by the April 30, 2017 deadline.
- Personal Engagement Letter – 2016 Tax Year
- Personal Information Update – 2016 Tax Year