Report it

Whether it’s collaborating with your independent tax and legal advisors, customizing your client statements, or walking you through our digital reporting solutions, we present your portfolio performance and current financial picture in a way that’s transparent and personalized.

Collaborating with other advisors

We work shoulder to shoulder with your other tax and legal advisors to identify opportunities and implement strategies appropriate for any life events your family may have recently experienced, or anticipate in the future, including:

• Tax Loss Selling
• Planning for a bonus
• Maximizing registered contribution limits
• Charitable donations
• Realizing capital gains
• Turning age 71

We can also provide services and tax documentation that complement those provided by existing trusted professional advisors.

To learn more about our reporting, please contact us today.