Preparation and distribution of annual and semi-annual reports on operations

Preparation and issuance of personalized income tax information
  Advising investors regarding estimated tax deductions
  Responding to investor inquiries and correspondence
Calculation and issuance of cash distributions
Organization and/or participation in investor meetings and the recording and distribution of minutes of the meetings
Liaising with Canada Revenue Agency (CRA) to provide information on behalf of investors
Preparation of Bare Trustee and/or General Partner annual corporate tax returns
Full range of divestiture services, including the outright sale of units, the implementation and administration of condominium conversion programs and the resyndication of properties to new investor groups.


 

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