Reporting Services

  1. BWMG offers to meet with the client (and the money managers as required) every quarter to review investment performance.
  2. BWMG uses the data received independently from the custodian to prepare a quarterly report which measures the performance of each of the client's investment portfolios and consolidates them at the “client level” and at the different reporting levels agreed upon at the planning stage. In order to do this BWMG compares the custodial statements to the money manager reports and investigates any material differences.
  3. BWMG will ensure the client has authorized any cash withdrawals or payments.
  4. BWMG monitors and evaluates the investment portfolios against the approved SIPPs.
  5. Prior to the client’s tax year-end, BWMG will discuss with the client the need for tax efficient rebalancing of assets between managers and/or asset classes to maintain the asset allocation ranges set out in the SIPP, and coordinate implementation.
  6. BWMG reviews all fees charged to client accounts and ensures they are summarized for the deduction on the client’s annual tax return.
  7. BWMG will coordinate with the client’s Tax Accountant for tax planning and tax return preparation.

Contact Info

4100 Yonge Street, Suite 612
Toronto, ON   M2P 2B5
Canada
Directions: Map

Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com