Boag Financial provides comprehensive administration and tax reporting on an individual basis to all our clients. We will provide you with a login into our online portfolio reporting platform where you can view your portfolio performance, and run sophisticated queries in order to better understand your investments. Under a mandated approach, securities are directly held by the client rather than holding units in a trust or fund. Not only does this afford you clarity on your investments, it also enables you
to maintain individual cost bases allowing optimal tax planning. Our services will relieve you of all the paperwork required to administer a portfolio and will provide comprehensive reports to facilitate portfolio evaluation and attribution, along with tax planning. We will fully manage your portfolio, saving you time and money as we construct, monitor and report on your investments.