YOUR ASSETS ARE IN GOOD HANDS!
B-CAP acts as your portfolio manager to ensure that your investments grow in accordance with your investment policy – with full transparency and trusted partners.
To provide you with clear and comprehensive information about our services and our obligations to you, B-CAP makes available the key disclosure documents related to the client relationship and the management of your portfolio:
- Introduction to B-CAP and Its Services
- Welcome to B-CAP and Important Information
- Client – B-CAP Representative Relationship Disclosure
These documents outline our role, our responsibilities, and the principles that guide the management of your assets.
You can view your portfolio entrusted to us by using the web portals at the links below.
PORTFOLIO MANAGER
Bouthillier Capital (B-CAP)
portal powered by NDEX
Here you’ll find:
- Overview of Your Holdings
- Asset Allocation
- Performance Measurements
- Activity Records
- B-CAP Account Statements
- Account Opening Documentation
- Legal Documentation
CUSTODIANS
& TRADE EXECUTION
National Bank Independent Network (NBIN)
https://b-cap.ca/loginnbin (myportfolioplus.ca)
Here you’ll find:
- Overview of Your Holdings
- NBIN Account Statements
- Tax Slips
NBIN: Key Information for Clients
Interactive Brokers (IB)
Here you’ll find:
- Overview of Your Holdings
- IB Account Statements
- Tax Slips
IB: Key Information for Clients