Quarterly Reports, Brief Updates & an Intro

Hello, I hope all is well with you and that you’ve been making the most of these gorgeous summer days. We have a few quick updates for you, as follows:

Your Quarterly Report is ready

You can access your Quarterly Report through 2 different avenues:

1. Get your Quarterly Report through the Box app.

You will receive an email from Box stating that a document has been uploaded to your box folder.

By clicking on the link, you will be brought to your Box folder and you will be able to view/download your Quarterly Report from there.

This Box process is the same as it has been for the last year or so. If you have not set up the Box app yet, follow this step-by-step guide on how to set up Box.

2. NEW! Alternatively, you can obtain your Quarterly Report through the NBF online access.

When your login into your online access, on the main page under “Documents”, you can click on “Internal Reports”.

Once you are on the internal reports tab, you will see a PDF with your account number titled “A---- Q2 Quarterly Report 2022”. It will look something along the lines of “ABC321- Q2 Quarterly Report 2022”.

You can now view and download your Quarterly Report from your online access.

PLEASE NOTE: If you prefer to continue to use the Box app, please advise Jordan Dickson and he will ensure that the documents will be continued to be uploaded to your Box folder.

For assistance with any of the above, please contact: Tim by email or call 416 869-8790, or Jordan by email or call 416 433-0215.

Introducing our third new team member

We’ve added one more team member to our growing team. Tyler Angi is eager to assist you with account openings, transfers, deposits, withdrawals and is your main point of contact for most financial planning and insurance processes. For more information about Tyler’s background, please visit his page on our website.

P.S. We’ve been nominated again for the Reader’s Choice awards! Your votes would mean so much to all of us.