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CLIENT RESOURCES

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ONLINE ACCESS

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  • Quadrus Mutual Funds

  • Canada Life Segregated Funds


If you would like access to your investments or forget how to sign in please contact us.

FINANCIAL PLANNING QUESTIONNAIRE

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Fill out our financial planning questionnaire to help us understand the specifics of your current financial situation and where you want to be in the future. We'll then develop a plan for how to get you to where you want to be.

INVESTOR PROFILE

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Define your goals and objectives. Completing these questions will provide us with insight we require to help you make investment decisions that are best suited for you.

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MORE CLIENT RESOURCES COMING SOON

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