Investment Portfolio Accounting Services

INVESTMENT PORTFOLIO ACCOUNTING SERVICESToday many investors are trading stocks at discount brokers or a full service investment firm and are generating a lot of transactions. As we know, the Canada Revenue Agency requires you to report the capital gains you may have realized in the year for tax reporting purposes. However, the information provided from the broker may not be sufficient to comply with these tax filings. Our firm can provide such portfolio investment accounting services at a reasonable cost, saving you time and frustration and completing the investment tax requirements. As well, by using our software, , you can maintain your investment records in an organized and informative way, assisting you to understand your financial reports.