Frequently Asked Questions
Tax slips are uploaded to our client portal, Exempt Edge at the beginning of April the year following your investment. We have to wait for each of the resource companies to report to us. This generally happens around mid-February, and then the information is forwarded to our auditors who produce each client’s T-slip.
Most correspondence will be through our client portal, Exempt Edge where you will receive a Trade Confirmation shortly after placing your investment. A unit certificate will also be uploaded on the portal the following January. We send out a mid-year unaudited financial statement and a year-end audited statement each year.
- The cyclical nature of the resource sector
- Commodity price fluctuations
- A resource company’s share price fluctuations
- Reduced liquidity