{"id":11093,"date":"2026-03-18T15:42:00","date_gmt":"2026-03-18T19:42:00","guid":{"rendered":"https:\/\/www.guardiancapital.com/investmentsolutions\/?post_type=insight&#038;p=11093"},"modified":"2026-03-18T15:42:00","modified_gmt":"2026-03-18T19:42:00","slug":"guardian-capital-2025-tax-slip-mailing-schedule","status":"publish","type":"insight","link":"https:\/\/www.guardiancapital.com/investmentsolutions\/insights\/guardian-capital-2025-tax-slip-mailing-schedule\/","title":{"rendered":"Guardian Capital Mutual Funds and ETFs <br \/>2025 Tax Slip Mailing Schedule"},"content":{"rendered":"<p>Guardian Capital LP, as the Manager of the Guardian Mutual Funds and ETFs, has issued the following tax slips (or forms) in respect of the 2025 taxation year:<\/p>\n<p>\u2022 T5008 \/ RL-18<br \/>\n\u2022 T3 \/ RL-16 \/ NR4<\/p>\n<p>Depending on your investments in Guardian mutual funds and ETFs, you may receive these tax slips either mailed directly from Guardian Capital LP or mailed by your Dealer firm.<\/p>\n<p>The following table sets out when Guardian Capital LP: (a) issued the tax slips, or (b) made the tax information available to Dealers in order to complete and mail slips to their clients:<\/p>\n<table>\n<tbody>\n<tr>\n<th style=\"color: white;\">Tax Slip<\/th>\n<th style=\"color: white;\">CRA Deadline<\/th>\n<th style=\"color: white;\">Date of Issuance<\/th>\n<th style=\"color: white;\">Overview<\/th>\n<\/tr>\n<tr>\n<td>T5008 \/ RL-18<\/td>\n<td>February 28, 2026<\/td>\n<td style=\"text-align: center;\">????<\/td>\n<td>Reports the proceeds and book value of mutual fund unit redemptions in the currency of settlement.<\/td>\n<\/tr>\n<tr>\n<td>T3 \/ RL-16 \/ NR4<\/td>\n<td>March 31, 2026<\/td>\n<td style=\"text-align: center;\">????<\/td>\n<td colspan=\"1\">Reports all taxable distributions from mutual funds trusts, including ETFs. This includes any income, taxable dividends and capital gains distributed throughout the year.<\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>For Mutual Fund units:<\/strong><br \/>\nTax slips are mailed by CIBC Mellon on behalf of Guardian Capital except for T5008 tax slips which are primarily prepared and mailed by Dealers<sup>1<\/sup><\/td>\n<td colspan=\"2\"><strong>Mailed to investors:<\/strong><br \/>\nFebruary 27, 2026<\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\"><strong>For ETF units:<\/strong><br \/>\nTax factors are posted to CDS for Dealers to mail the tax slips<\/td>\n<td colspan=\"2\"><strong>Posted to CDS:<\/strong><br \/>\nJanuary 31, 2026<\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"font-size: 13px;\"><sup>1<\/sup>Certain Dealers have entered into arrangements with Guardian Capital LP for the preparation of T5008 tax slips.<\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Duplicate Slips<\/strong><\/span><\/p>\n<p>\u2022 For any duplicate tax forms related to <strong>ETF units<\/strong>, please contact your Dealer\u2019s tax or client service department.<\/p>\n<p>\u2022 For <strong>T3\/RL-16\/NR4<\/strong> duplicate tax forms related to <strong>Mutual Fund units<\/strong>, which are provided directly from Guardian Capital LP, (see above), please contact CIBC Mellon\u2019s URK team at:\u00a0 <a href=\"mailto:URKClientServices@cibcmellon.comURKClientServices@cibcmellon.com\">URKClientServices@cibcmellon.com.<\/a><\/p>\n<p>\u2022 For <strong>T5008<\/strong> duplicate tax forms related to <strong>Mutual Fund units<\/strong>, please contact your Dealer\u2019s back-office and\/or tax reporting department.<\/p>\n<p>Alternatively, for assistance, you may contact your Guardian Capital LP Sales Representative directly or the general Advisor Services Team at:<br \/>\nPhone: 1-866-383-6546<br \/>\nEmail at <a href=\"mailto:insights@guardiancapital.com\">insights@guardiancapital.com<\/a><\/p>\n<p>\u2022 For tax breakdown of the distributions at each year-end, please <a href=\"https:\/\/www.guardiancapital.com\/investmentsolutions\/documents\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Click here to access regulatory documents\">click here<\/a> and look under the Tax Reporting tab.<br \/>\n\u2022 For press releases about monthly distributions and\/or year-end special distributions, please <a href=\"https:\/\/www.guardiancapital.com\/investmentsolutions\/insights\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Click here to access press releases\">click here<\/a> and look under the Press Release tab.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"font-size: 13px;\">For anyone who is deemed to be a US Person for tax reporting purposes, you may also be required to report the existence of Canadian accounts, including certain registered accounts, and any income you earned, to the Internal Revenue Service or other US government agencies. Certain Guardian Funds provide PFIC Reporting to assist you, and these reports will be made available on our website after March 31.<\/p>\n<div style=\"border-bottom: 3px solid black;\"><\/div>\n<p>Guardian Capital LP is the Manager of the Guardian Capital mutual funds and ETFs, and is a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm, the shares of which are listed on the Toronto Stock Exchange. For further information on Guardian Capital LP and its affiliates, please visit <a href=\"http:\/\/www.guardiancapital.com\" target=\"_blank\" rel=\"noopener\">www.guardiancapital.com<\/a>. All trademarks, registered and unregistered, are owned by Guardian Capital Group Limited and are used under license.<\/p>\n<style>\ntable {width: 100%; border-collapse: collapse; font-size: 0.7rem;} th {padding: 10px;text-align: center; background-color: #887454;} td {padding: 10px; text-align: left; vertical-align: top;} tr:nth-child(1) td, tr:nth-child(2) td, tr:nth-child(3) td, tr:nth-child(5) td {border-bottom: 1px solid black;}<br \/><\/style>\n","protected":false},"excerpt":{"rendered":"<p>Guardian Capital LP, as the Manager of the Guardian Mutual Funds and ETFs, has issued the following tax slips (or forms) in respect of the 2025 taxation year &#8230;<\/p>\n","protected":false},"comment_status":"closed","ping_status":"closed","template":"","insight_tags":[],"class_list":["post-11093","insight","type-insight","status-publish","hentry","insight_category-insights"],"acf":[],"lang":"en","translations":{"en":11093},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight\/11093","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/types\/insight"}],"replies":[{"embeddable":true,"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/comments?post=11093"}],"wp:attachment":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/media?parent=11093"}],"wp:term":[{"taxonomy":"insight_tags","embeddable":true,"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight_tags?post=11093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}