Sentences with phrase «like monthly financial statements»

Handle responsibilities of analyzing and verifying financial information like monthly financial statements, management accounts and cash flow statements

Not exact matches

Since financial institutions do not issue an official contribution receipt for TFSAs like they do for RRSPs, I viewed my monthly statement, verified that the contribution was listed and let it be.

This way we'll manage everything for you, make the monthly mutual fund and ETF switches, rebalance quarterly, set everything up so maximum retirement income goes into your sweep account for you to spend, give you online access to your account, the usual statements, be able to talk with us, we'll perform your mundane customer service work just like any other money manager, maybe even see us in person if you are in CA and your account is big enough, and all of the usual DoL Fiduciary Rules compliant financial adviser stuff that everyone else does, so you don't have to do anything.