What Sets Us Apart

Client Reporting

We offer comprehensive and transparent GIPS®-compliant quarterly reporting. Our reporting packages summarize your asset class, sector and industry exposure, show how the value of your accounts have changed on a dollar basis, include account-level portfolio appraisals and transactions summaries, and of course shows detailed performance versus a comparable benchmark.

At year end, you will receive an enhanced package that includes all the reports you need for tax purposes—capital gains, dividends and interest reports, a summary of fees paid, and any charitable donations made (both of which may be used as deductions in a taxable account). Any slips or reports issued and required by Revenue Canada will be sent to you as soon as available.

Your reports will be uploaded to our secure online portal for you to review at your convenience, or they can be mailed to you. We can also provide online access to your accountants, or anyone else you like.