MacDougall, MacDougall & MacTier's month-end statements and portfolio valuations allow each client to keep a complete record of their investment holdings, interest and dividends, and helps to create a comprehensive summary for income tax purposes.
We also provide a bill payment service, on behalf of and from our client accounts as requested. Some examples of the payments we make for clients include:
tax installment receipts
pre-arranged installments to charities
fund transfers to chequing accounts
Speak with your Advisor today to find out more about this service.