Best Financial Advisors near Saint-Constant, QC

We primarily work with individuals and households that have in excess of $500,000 of investable assets looking for value added expertise, service, and product solutions.

You can access your accounts online and view the account value, individual holdings, and transactions as of the previous business days close. You have the option of getting your statements, confirmations, and tax slips in hard copy or electronically. Realized Gain and Loss Reports and Foreign Asset Reports are available as well. The ability to trade online is not one of the services provided at our firm.

A statement of your RCM account holdings and activity is sent out monthly, or quarterly in the event the account has had no buys or sells. Trade confirmations are also sent the next business day after a trade has taken place. Clients often choose to have online access to view their accounts and receive their statements, confirmations, and tax slips electronically. This allows them to view account values, individual holdings, transactions and performance. The ability to trade online is not one of the services provided by our firm because we encourage dialogue with our advisors.

The details relating to running a wealth management firm are quite complex. Details relating to sending out client statements, confirmations, tax reporting, dividend and interest payments, reorganizations, and stock splits all need to be reported accurately and in a timely fashion. The cost can be prohibitively high for smaller firms. Most firms across the country outsource the administration of the tasks noted above to another firm. NBIN does this work for more than 400 investment firms across the country. NBIN is a fully owned subsidiary of National Bank of Canada. National Bank is the 6th largest bank in Canada. It has branches in almost every province in Canada as well as numerous representative offices in the United States, Europe and other parts of the world. It currently has $160 Billion in assets under administration, 21,600 employees and its shares are listed on the Toronto Stock Exchange.