CLIENT RESOURCES

 

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.

 

MORE CLIENT RESOURCES COMING SOON