Reporting and Communicating

Once you become a client of Kofin Financial Group, our client services area is dedicated to making sure you are happy through effective reporting and communication. We try to answer questions and we work very hard to keep your business.

Making Sure We Keep In Touch! – There’s nothing worse than a company that forgets about you once they have your business. That’s why we spend much of our time and resources making sure our clients stay happy. When changes occur in the economy or with your investments we will let you know! Twice a year we will send you a statement outlining where you stand and what changes might be necessary. Finally, we enjoy send out interesting articles and information pertinent to your investments.

We Are Here when you need Us – Because we believe in keeping in touch, we want to make sure there is someone here if you need us. We have a team of qualified professionals who are ready to take care of your questions, concerns or comments. We are committed to returning phone calls and handling problems efficiently and effectively to the best of our abilities.

Offering Useful, Timely Seminars – Our seminars offer unique insights, that are of tremendous value for investors looking for unbiased information that will help them become better informed. Our upcoming sessions include:

There are no scheduled events at this time, but please check back very soon or feel free to phone or email us any time!

1. MoneyWise Newsletter Four times a year we send our clients new information on investment updates, retirement news, and creative ideas. We write the newsletter ourselves so that the information is not tailored to the masses. Rather, we try to include issues that are important to our clients. Please ask for a copy if you have not yet received a MoneyWise newsletter.

2. Semi-Annual Reporting (Investment Companies). Each individual company that we place investments with will send out statements at the end of June and December. Often these statements will be accompanied information and updates about the company and your investments.

3. Semi-Annual Statements (Kofin Financial Group). Since the mutual fund companies do a good job in June and December, we comprise consolidated statements and will send them out a minimum of twice a year at the end of March and September. At this time, we will review your portfolio and make any comments and recommended changes. We will also send these statements out when you have a GIC maturity or when you ask.

4. Investment Confirmations. Every time there is a purchase, redemption, or exchange within your investment portfolio you will be sent a confirmation statement. This ensures that you are up-to date on any financial changes and helps you to keep track of your investments.

5. Money Whys Seminar. Six times a year we hold 3 hour educational seminars on RRSP maturity options, investment ideas, and issues pertaining to your estate. These seminars are FREE so many of our clients come back time and time again for a refresher. This format is a great way for our clients to introduce their friends and family to the services of Kofin Financial Group in a comfortable environment.

6. Mutual Fund Forum. Every year, we bring in a panel of experts in the mutual fund industry to make comments and predictions as well as answer questions from our clients. We have a lot of fun and learn new ideas and information every year.

7. Personal Client Reviews. At least once a year, you will be sent a reminder to go through a "portfolio check-up". This is an opportune time to revisit our strategies, plans and goals and ensure that we are on track. If not, we will be happy to recommend changes.