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Client Login

Client Access
Client Portal
WebsiteClient Access LoginClient Portal Login
Account Information is updatedDelayed Account UpdatesDaily(Cash Balances are Real Time)
What Accounts will I see?All accounts in your householdAll accounts associated to your SIN#
Simplified View of AssetsNoYes
Sign up for Online StatementsYesNo(In development for future release)
Messaging Functionality(Secure way of uploaded and sharing personal documents with your advisor team)YesN/A
Responsive Mobile DesignNoYes
Account SetupVia your Advisory TeamClient Setup
Future Development DetailsN/A
  • Trade Confirmation Notifications
  • House Holding
  • Tax Documents
  • Statements

Call 705-360-2804