One of the greatest
concerns to an investor is the physical
safety and security of their financial
assets. We take this responsibility very
seriously.
Verity Investment Counsel
Inc. client portfolios are managed on a
segregated basis, which means each client’s
assets are kept and managed separately from,
and not commingled with, those of other
clients. Equally as important, client assets
are never commingled with Firm assets.
An independent,
recognized custodian holds each client’s
assets in safekeeping, in the client’s name.
The custodian is also responsible for
providing periodic account reporting
directly to the client. This would include a
record of transactions and valuation
summaries for the specified period and
consolidated year-end tax reporting data.
Verity Investment Counsel
Inc. provides ancillary reporting in the
form of account specific performance
measurement and a quarterly newsletter
Veritas.
The combination of reporting and ongoing
counselling keeps each client
current with developments in his or her
portfolio and secure in the knowledge that
it is being properly looked after.
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