Safe custody
Our clients’ assets are held by an independent custodian, RBC Dexia Investor Services, a corporation owned by Royal Bank of Canada (RBC) and Dexia.
Privacy
We protect our clients’ privacy and treat all personal information relating to our clients as highly confidential. For more information, please see our privacy policy.
Reporting
Our clients receive detailed quarterly reports. If a family has more than one account, our quarterly report includes both a combined report, which aggregates all the investments and, for each individual account, a portfolio statement and statement of transactions.
Quarterly reports also include a description of any new investments, updates on some of the portfolio companies, and economic and stock market overviews.
After 12 months, the quarterly report includes a calculation of the investment returns to date, and a comparison with comparable stock market indices.
We also work with other advisors to facilitate coordinated reporting formats.
Income tax information
After the end of each calendar year we provide, in an easily understood format, all items required for income tax preparation.
