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Accountants and Lawyers

This section is for accountants and lawyers to use to help in efficiently managing our clients’ financial affairs:

  1. Distributions for tax purposes of the Exchange Traded Funds that we use and that our clients hold. Please link with the corresponding websites:
  2. Cost Bases for securities:
    • Please call for any original purchase costs you require.
  3. Strip-Coupon Bond Calculator:
    • We have created an Excel spreadsheet that takes the original purchase price and calculates the capital gain/interest component for a given date. If you do the tax work for a common client of ours and would like a copy of the calculator please call us and we can email it to you.

Education and Useful Links

  1. Exchange Traded Funds (EFTs):
  2. General Financial Information :
  3. National Bank Financial: http://info.nbf.ca

  4. BC Securities Commission:
    http://www.bcsc.bc.ca

  5. CRA (Revenue Canada):
    http://www.cra-arc.gc.ca/menu-e.html

  6. Mutual Fund Information:
  7. Bond Ratings (Dominion Bond Rating Service):
    http://www.dbrs.com