Investor Services

  • 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.