Investment Administration

Finances made simple

As your financial needs become more diverse and complex, our team of specialists can provide you with comprehensive asset administration services. The Investment Administration Account offers a full range of services to simplify the day-to-day management of your assets.

To find out more:

Call us Toll-free at 1-888-887-3388

Or contact one of our offices to find out more about our services

Features:

Services available for individual, estate, or trust needs for assets over $1,000,000
Hold securities for safekeeping
Collect interest, dividend, or other investment income when due
Implement buy or sell orders for securities and other investments
Report on the status of your portfolio, including detailed record keeping and summarized tax reports
Remit income tax payments (when requested)
Prepare one income tax T5 form and capital gains summary at year end
Other personal financial services as required, such as paying bills, collecting pension or other income, and managing household and personal expenses

Benefits:

Excellent service option for individuals who make their own investment decisions, but do not want to be burdened by paperwork
Complementary service for clients with professional investment managers
Speedy and thorough administration, tax and accounting services minimize your overall time commitment and stress
Fees may be tax deductible

Note: All Trust & Estate services (except offshore trust services) are provided by HSBC Trust Company (Canada).