We have selected a major Canadian chartered bank to provide custodial services for all of our client’s assets. Our clients assets are held in individual, segregated accounts in their name at the custodian. We believe this provides our clients with the highest level of safety and security of their assets. Bluenose does not hold any client funds or securities.
The custodian provides our clients with online access to view their accounts at any time with detailed information including current holdings, values and activity. The custodian is also responsible for preparing and mailing client account statements and tax documents.
It starts with a conversation. Contact us to discuss how we can help achieve your financial goals.