Cougar Global Investments

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Client Services > Banking

Banking


Vicki Breech and Cherie Dolstra work with clients who require an income stream on a monthly, quarterly, annual, or irregular basis so as to time the receipt of income in the most tax efficient manner for our clients.

Clients may also set up a deposit schedule for account contributions.

Transfers are processed via electronic funds transfer, and full transaction records are provided in quarterly reports.