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Your Portfolio Information In order to keep you informed at all times, we have made available, on this page, a number of ways for you to easily access information about your portfolio. The easiest may well be to simply contact us. Generally, within 24 hours, you will receive a return e-mail with your portfolio review. To access your portfolio statement directly, online, from the Berkshire Investment Group Inc. website, please contact us for your password. You will then be able to access your portfolio information any time you wish. Some fund companies allow access to information via an account name and password. Once again, contact us to arrange that for you the first time. After that your account name and password will remain constant and provide direct access. Shortcuts are provided to those sites, below. AIM Funds Management / Trimark Fidelity Investment Canada Ltd. MRS Inc. (Multiple Retirement Services) Mackenzie Financial Corporation Additional mutual fund companies that do not currently provide direct client access. Ron O’Grady and Berkshire Investment Group Inc. (Berkshire) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Ron O’Grady or Berkshire. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Ron O'Grady is not qualified to effect sales. Berkshire Investment Group Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada (“MFDA”), Berkshire Investment Group Inc. is obligated to disclose to you that you may be dealing with companies other than Berkshire Investment Group Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Berkshire Investment Group Inc.: * Deposit Instruments: GICs, Canada Savings Bonds; Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require. 
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