Here Are All Of Our Client Logins In One Place

Here, you'll find all the links you need to manage your accounts and stay connected. Whether it's checking your portfolio or accessing important documents, everything is just a click away!

For clients with insurance policies and segregated fund investments.

For clients accessing their investment portfolios held with our Canadian discretionary and managed account partners.

Preferred Portfolio Management Access

Legacy Platforms

For clients accessing financial planning documents, onboarding materials, and collaborative tools.