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Our Process
Administrative Services

To aid in fostering the integrated wealth management, investment and planning approach we advocate, we provide integrated portfolio administration services. Under one organizational umbrella we can hold all of your securities. This will result in most investment income reported on a limited number of T5 and T3 slip for tax purposes for all your investment income (Canada Savings Bonds, Limited Partnerships and Mutual Funds do report separately). The need for you to store and retrieve certificates is eliminated. All of your transactions and holdings are summarized on your monthly statement. You can also view your account information online. Additionally, we provide annual summaries of investment income and capital gains and a projected income report. We put considerable effort into ensuring that the adjusted cost base of your holdings is accurate and as up to date as possible.

 
Wealth Management,

 Planning and

Investing are

 ongoing processes.