Only the management fees charged on Non-Registered investment accounts - namely Personal, Joint, and Corporate accounts. You can find the fees charged by Mercer Invest Wise by isolating the 'Fee' activity and selecting the relevant account from the dropdown menu while viewing the Activities tab on your Mercer Invest Wise profile!
A breakdown of fees charged can also be found on your account statements found on the “My Documents” tab of your Mercer Invest Wise profile!
For more information on how to claim these fees on your taxes, we recommend seeking out the assistance of a licensed tax professional, as Mercer Invest Wise currently does not offer tax advice to our clients.
Learn more on tax slips here!