The world's local bank
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:
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Services available for individual, estate, or trust needs for assets over $500,000
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Hold securities for safekeeping
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Collect interest, dividend, or other investment income when due
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Implement buy or sell orders for securities and other investments
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Report on the status of your portfolio, including detailed record keeping and summarized tax reports
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Remit income tax payments (when requested)
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Prepare one income tax T5 form and capital gains summary at year end
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Other personal financial services as required, such as paying bills, collecting pension or other income, and managing household and personal expenses
Benefits:
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Excellent service option for individuals who make their own investment decisions, but do not want to be burdened by paperwork
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Complementary service for clients with professional investment managers
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Speedy and thorough administration, tax and accounting services minimize your overall time commitment and stress
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Fees may be tax deductible
