Monitoring your investments is easy

Once you’re invested, tracking your fund investments is easy. Prices of mutual funds are reported daily on our website under Prices & Performance. But keep in mind your long-term goals shouldn’t be measured on a day-to-day basis.

Investors will also receive key information about their investments including:

  • Transaction confirmations for all non-systematic transactions.
  • Semi-annual account statements as of June 30 and December 31.
  • Audited annual financial statements and unaudited semi-annual financial statements, containing asset allocations, balance sheets and income statements for each fund you own.
  • A comprehensive tax package, including a tax guide and your supplementary tax slips – e.g., T3s and T5s – mailed in mid-February.

Interested in investing with us?

Call your financial advisor to get started.