The Client Portal offers a simple and convenient way for you to view your investment portfolio anytime, anywhere.
Please review this guide and contact us if you have any questions.
Your New Client Portal starter’s guide
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Recent articles
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June 2025 Portfolio Management Team Update
Global equities extended their extraordinary April rebound through the month of May, taking into stride…
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May 2025 Portfolio Management Team Update
Markets staged a huge rebound in May, with the TSX Composite reaching a record high…
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April 2025 Portfolio Management Team Update
Summary Market Review: Most global indices declined in March to cap a challenging quarter, before President…
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