Are you overwhelmed with
getting too many investment portfolio statements from your
financial institutions / advisors?
Can't properly keep track
of what accounts you have at various financial institutions?
Can't keep track of your
original investment made?
Can't calculate your true
annual rate or return?
Can't calculate your
capital gains and losses for tax purposes?
WE CAN HELP!
Stock portfolio accounting for high net worth
clients, investment holding companies, investment clubs, estates and trusts is a key
service we offer. The principal of Northern Range
Business Solutions Inc. has had over 20 years of
experience in the investment management and financial planning
business. We understand how investments work and we know how to sort
through the paper work and make sense of all your investments.
Organize all of your investment records
Do a detailed transaction accounting for:
purchases, sales, dividends, interest, expenses, universal stock
split/dividend, spin-off and mergers, tender/exchanges, return
of capital, dividend reinvestment plans (Drips), security
transfers, short sales.
Calculate your capital gains and losses and
provide reports to your accountant for tax filing
Calculate your overall rate of return on your
investments and tell you how they are doing
Tell you how much money you have actually
Tell you how much money you have actually made or
lost on your investments
Provide a consolidated report on all of your
And many other types of reports
Call us today (905-901-3063)
and let us take care of your investment paperwork