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.