Important Dates for RRSP Season

Investment Annual Statements

Your clients' investment statements for December 31, 2024, will be available starting January 27, 2025:

Online Access: Statements will be available on your clients' online accounts starting January 27. 
> How-to-guide Client Corner

Paper Statements: Paper statements will be mailed starting January 24, and your clients should receive their statements within the following week.

Access to Client Statements

Advisor Access: Your clients’ annual statement report will soon be available in your Advisor Corner Message Centre. 
> Access Message Centre

Once your clients’ report is ready, you will receive an email notification from Message Centre.



To access your clients' annual statement report, you must:

• Log in to Advisor Corner with your Assumption Life credentials;
• Click on the Message Centre, located at the bottom of the home page;
• Click on your new message;
• Click on the attached PDF to view or download the statements.

For important tax dates and information for 2024, click here.