Client Login – Investment Summary

If this is your first time logging into the system: You will need the policy/account number from your statement, your SIN, and your Date of Birth. Use invitation code A8K9. Click on the “Login” button below and then the “Register” button on the next page. If you have any trouble, please Click Here to contact me.

If you have already registered, click on the “Login” button below and then enter your Client ID and Password on the next page.